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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1001
Corps Capital Advisors
Texas
$351K -$52.5K -925 -13%
ECA
1002
Elevate Capital Advisors
Colorado
$348K +$347K +6,102 New
MHFA
1003
Mission Hills Financial Advisory
California
$347K +$116K +2,039 +50%
NIWA
1004
New Insight Wealth Advisors
California
$343K +$81.5K +1,435 +31%
PMSA
1005
Patrick M. Sweeney & Associates
Illinois
$342K +$20.2K +356 +6%
BSSFA
1006
Baron Silver Stevens Financial Advisors
Florida
$340K -$28.4K -500 -8%
BPWM
1007
Badgley Phelps Wealth Managers
Washington
$339K -$153K -2,700 -31%
MWM
1008
Maripau Wealth Management
Indiana
$337K +$335K +5,896 New
OWM
1009
Orgel Wealth Management
Wisconsin
$336K +$46.1K +812 +16%
EWM
1010
EPG Wealth Management
Georgia
$334K +$18.8K +331 +6%
SIC
1011
Samalin Investment Counsel
New York
$334K -$114K -2,003 -25%
VWM
1012
Venturi Wealth Management
Texas
$331K +$2.9K +51 +0.9%
EFG
1013
Embree Financial Group
Illinois
$330K -$78.1K -1,375 -19%
AWM
1014
Accel Wealth Management
Iowa
$329K -$111K -1,946 -25%
WIC
1015
Woodmont Investment Counsel
Tennessee
$329K – – –
CWA
1016
Crux Wealth Advisors
California
$328K +$6.42K +113 +2%
NAS
1017
Nicolet Advisory Services
Wisconsin
$327K +$25.7K +452 +9%
HT
1018
Headlands Technologies
Illinois
$325K – – –
CWM
1019
Collaborative Wealth Management
Florida
$324K +$58.9K +1,037 +22%
DIA
1020
Dana Investment Advisors
Wisconsin
$324K -$15.6K -274 -5%
FFG
1021
Fortress Financial Group
Minnesota
$322K +$13.3K +235 +4%
CB
1022
Chris Bulman
California
$321K -$5.39K -95 -2%
CGA
1023
Crescent Grove Advisors
Illinois
$321K -$3.15M -55,547 -91%
CS
1024
Cannell & Spears
New York
$320K – – –
QFA
1025
Quattro Financial Advisors
Texas
$320K – – –
39 40
41
42 43