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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
976
Selby Wealth Management
California
$465K +$464K +8,118 New
CPIA
977
Cornell Pochily Investment Advisors
New York
$464K -$44.7K -782 -9%
HH
978
Hilltop Holdings
Texas
$458K -$199K -3,493 -30%
OCM
979
Orleans Capital Management
Louisiana
$458K +$457K +8,000 New
AI
980
Accredited Investors
Minnesota
$458K +$17K +297 +4%
DA
981
Dover Advisors
Virginia
$457K -$381K -6,679 -46%
VA
982
VestGen Advisors
Illinois
$455K -$634K -11,104 -58%
FSBI
983
Fearless Solutions (Best Invest)
Texas
$455K +$23.2K +406 +5%
CFG
984
Certior Financial Group
Pennsylvania
$453K +$95.7K +1,676 +27%
CWA
985
Consilium Wealth Advisory
Texas
$453K – – –
BFWM
986
Bright Futures Wealth Management
New York
$452K -$780K -13,663 -63%
ML
987
McAdam LLC
Pennsylvania
$446K +$42.8K +750 +11%
ATS
988
Ashton Thomas Securities
New York
$437K -$14.1K -247 -3%
SI
989
SimpliFi Inc
California
$437K +$8.11K +142 +2%
OBWA
990
Oak Barrel Wealth Advisory
Virginia
$435K +$434K +7,606 New
RWM
991
Rolek Wealth Management
Pennsylvania
$432K +$431K +7,542 New
HC
992
Hurley Capital
New York
$431K -$89.5K -1,568 -17%
CFG
993
Chapman Financial Group
Hawaii
$431K -$104K -1,825 -20%
VIA
994
Vickerman Investment Advisors
Washington
$431K +$430K +7,522 New
E
995
Entelevest
Florida
$429K +$428K +7,501 New
WCM
996
Wealthcare Capital Management
Virginia
$429K -$105K -1,834 -20%
CP
997
Capital Planning
Washington
$427K -$178K -3,110 -30%
CIA
998
Choate Investment Advisors
Massachusetts
$426K – – –
TC
999
TAGStone Capital
North Carolina
$424K +$7.88K +138 +2%
TAM
1000
Titleist Asset Management
Texas
$422K +$421K +7,365 New
38 39
40
41 42