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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
976
Axis Wealth Partners
Rhode Island
$333K +$344K +5,790 New
AW
977
Alteri Wealth
California
$329K +$340K +5,722 New
CFS
978
CRA Financial Services
New Jersey
$328K +$8.02K +135 +2%
DIA
979
Dana Investment Advisors
Wisconsin
$328K +$30.2K +508 +10%
GT
980
Greenleaf Trust
Michigan
$328K +$338K +5,700 New
OCM
981
Objective Capital Management
Ohio
$327K -$29.5K -496 -8%
PTP
982
Platform Technology Partners
New York
$326K +$18.7K +315 +6%
SIMC
983
Squire Investment Management Company
Utah
$325K +$39.4K +664 +13%
WAS
984
Winch Advisory Services
Wisconsin
$323K +$9.8K +165 +3%
MW
985
MBL Wealth
North Carolina
$321K +$331K +5,580 New
MWM
986
MFG Wealth Management
Indiana
$320K +$330K +5,564 New
REMPR
987
Roof Eidam Maycock Peralta (REMP)
California
$316K – – –
HC
988
Hurley Capital
New York
$315K +$323K +5,440 New
LPAM
989
Lodestar Private Asset Management
California
$315K +$8.91K +150 +3%
WMP
990
Wealth Management Partners
Arizona
$313K +$356 +6 +0.1%
KCIC
991
Kuhn & Co Investment Counsel
Illinois
$311K – – –
CA
992
CGN Advisors
Kansas
$310K +$6.29K +106 +2%
MCFP
993
Mallini Complete Financial Planning
Florida
$309K – – –
FG
994
Fiduciary Group
Georgia
$308K +$318K +5,350 New
JLBC
995
J.L. Bainbridge & Co
Florida
$306K +$63K +1,061 +25%
CFO
996
Collective Family Office
Pennsylvania
$305K – – –
CIC
997
Chilton Investment Company
Connecticut
$305K +$46.6K +785 +17%
PJSIMP
998
P.J. Schmidt Investment Management (PJS)
Wisconsin
$303K -$23.3K -393 -7%
B
999
Bailard
California
$303K +$49.6K +835 +19%
CPA
1000
Clear Point Advisors
New York
$302K +$41.4K +697 +15%
38 39
40
41 42