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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1026
Hengehold Capital Management
Ohio
$318K +$30.3K +533 +11%
LPAM
1027
Lodestar Private Asset Management
California
$313K – – –
LMKC
1028
L.M. Kohn & Company
Ohio
$312K -$1.7K -30 -0.5%
TWA
1029
Talisman Wealth Advisors
New Jersey
$311K +$29.9K +527 +11%
EWP
1030
Equity Wealth Partners
Missouri
$311K +$309K +5,439 New
MHWM
1031
Montz Harcus Wealth Management
Louisiana
$310K -$42.1K -742 -12%
CMMS
1032
Comprehensive Money Management Services
Florida
$310K +$10.7K +188 +4%
HPC
1033
HM Payson & Co
Maine
$310K – – –
CPA
1034
Clear Point Advisors
New York
$309K +$22.3K +392 +8%
CCG
1035
Cypress Capital Group
Florida
$308K – – –
KCIC
1036
Kuhn & Co Investment Counsel
Illinois
$308K – – –
GFPC
1037
Global Financial Private Client
Florida
$304K +$10.7K +189 +4%
EW
1038
Element Wealth
Mississippi
$303K +$82.9K +1,459 +38%
SCA
1039
STALEY CAPITAL ADVISERS
Pennsylvania
$302K +$3.69K +65 +1%
SPA
1040
Sentinel Pension Advisors
Massachusetts
$301K +$68.7K +1,210 +30%
SAM
1041
SP Asset Management
California
$301K +$70.6K +1,243 +31%
CA
1042
Carson Advisory
Georgia
$300K +$4.6K +81 +2%
AWM
1043
Able Wealth Management
New Jersey
$299K -$3.86K -68 -1%
CSPIA
1044
Cary Street Partners Investment Advisory
Virginia
$299K – – –
MWP
1045
Meriwether Wealth & Planning
Louisiana
$298K -$56.5K -995 -16%
BAM
1046
BOS Asset Management
Illinois
$298K +$10.1K +178 +4%
VAG
1047
VisionPoint Advisory Group
Texas
$297K +$40K +705 +16%
NF
1048
NavPoint Financial
Minnesota
$294K +$45.3K +798 +18%
MCFP
1049
Mallini Complete Financial Planning
Florida
$292K – – –
RDWM
1050
Red Door Wealth Management
Tennessee
$288K -$7.04K -124 -2%
40 41
42
43 44