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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1026
Cannell & Spears
New York
$320K – – –
QFA
1027
Quattro Financial Advisors
Texas
$320K – – –
HCM
1028
Hengehold Capital Management
Ohio
$318K +$30.3K +533 +11%
LPAM
1029
Lodestar Private Asset Management
California
$313K – – –
LMKC
1030
L.M. Kohn & Company
Ohio
$312K -$1.7K -30 -0.5%
TWA
1031
Talisman Wealth Advisors
New Jersey
$311K +$29.9K +527 +11%
EWP
1032
Equity Wealth Partners
Missouri
$311K +$309K +5,439 New
MHWM
1033
Montz Harcus Wealth Management
Louisiana
$310K -$42.1K -742 -12%
CMMS
1034
Comprehensive Money Management Services
Florida
$310K +$10.7K +188 +4%
HPC
1035
HM Payson & Co
Maine
$310K – – –
CPA
1036
Clear Point Advisors
New York
$309K +$22.3K +392 +8%
CCG
1037
Cypress Capital Group
Florida
$308K – – –
KCIC
1038
Kuhn & Co Investment Counsel
Illinois
$308K – – –
GFPC
1039
Global Financial Private Client
Florida
$304K +$10.7K +189 +4%
EW
1040
Element Wealth
Mississippi
$303K +$82.9K +1,459 +38%
SCA
1041
STALEY CAPITAL ADVISERS
Pennsylvania
$302K +$3.69K +65 +1%
SPA
1042
Sentinel Pension Advisors
Massachusetts
$301K +$68.7K +1,210 +30%
SAM
1043
SP Asset Management
California
$301K +$70.6K +1,243 +31%
CA
1044
Carson Advisory
Georgia
$300K +$4.6K +81 +2%
AWM
1045
Able Wealth Management
New Jersey
$299K -$3.86K -68 -1%
CSPIA
1046
Cary Street Partners Investment Advisory
Virginia
$299K – – –
MWP
1047
Meriwether Wealth & Planning
Louisiana
$298K -$56.5K -995 -16%
BAM
1048
BOS Asset Management
Illinois
$298K +$10.1K +178 +4%
VAG
1049
VisionPoint Advisory Group
Texas
$297K +$40K +705 +16%
NF
1050
NavPoint Financial
Minnesota
$294K +$45.3K +798 +18%
40 41
42
43 44