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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
976
Osborne Partners Capital Management
California
$375K – – –
EWM
977
Endowment Wealth Management
Wisconsin
$372K +$20.3K +349 +6%
WFG
978
Wills Financial Group
Virginia
$367K +$17.5K +300 +5%
TC
979
TAGStone Capital
North Carolina
$367K +$6.64K +114 +2%
NB
980
NBT Bank
New York
$365K +$69.2K +1,188 +23%
LA
981
Lane & Associates
New Jersey
$364K +$12.4K +213 +3%
1WM
982
1900 Wealth Management
Texas
$362K -$20.6K -354 -5%
AW
983
Alteri Wealth
California
$354K +$27.3K +469 +8%
JBA
984
Johnson Bixby & Associates
Washington
$354K -$73.1K -1,254 -17%
PAM
985
PVG Asset Management
Colorado
$352K +$359K +6,160 New
HSWM
986
Hubbell Strickland Wealth Management
Louisiana
$350K +$4.2K +72 +1%
TF
987
Tompkins Financial
New York
$348K – – –
RIA
988
Realta Investment Advisors
Delaware
$345K +$87.3K +1,499 +33%
CFP
989
Comprehensive Financial Planning
Pennsylvania
$343K -$302K -5,192 -46%
FNBT
990
FineMark National Bank & Trust
Florida
$342K – – –
MWM
991
MFG Wealth Management
Indiana
$340K +$22.7K +390 +7%
WPW
992
Warther Private Wealth
Ohio
$340K +$346K +5,943 New
HBW
993
Hazlett, Burt & Watson
West Virginia
$336K -$28.2K -484 -8%
BIG
994
Brooklyn Investment Group
New York
$336K +$334K +5,735 +4,156%
MWP
995
Meriwether Wealth & Planning
Louisiana
$334K +$72.2K +1,239 +27%
DIA
996
Dana Investment Advisors
Wisconsin
$331K +$4.95K +85 +1%
TYCC
997
Texas Yale Capital Corp
Florida
$329K +$69.9K +1,200 +26%
FA
998
Fiduciary Alliance
South Carolina
$328K +$96.8K +1,662 +41%
CFS
999
CRA Financial Services
New Jersey
$326K – – –
GT
1000
Greenleaf Trust
Michigan
$326K – – –
38 39
40
41 42