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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
BBL
1026
Beck Bode LLC
Massachusetts
$388K -$30.8K -539 -7%
VWM
1027
Vigil Wealth Management
Florida
$386K +$385K +6,744 New
TNBTD
1028
Trustmark National Bank Trust Department
Mississippi
$386K +$17.1K +300 +5%
CRC
1029
Curi RMB Capital
Illinois
$385K -$210K -3,673 -36%
LWM
1030
Liberty Wealth Management
California
$384K -$44.3K -775 -10%
CCA
1031
Cooper Capital Advisors
California
$382K -$122K -2,139 -24%
WIM
1032
Westside Investment Management
California
$382K +$11.4K +200 +3%
ZCP
1033
Z3 Capital Partners
Virginia
$382K +$381K +6,675 New
OC
1034
Optima Capital
Oregon
$382K -$1.35M -23,643 -78%
AW
1035
Alteri Wealth
California
$381K +$16.6K +290 +5%
GI
1036
GAMMA Investing
California
$379K -$89.4K -1,566 -19%
SEP
1037
Southland Equity Partners
Missouri
$379K -$27.8K -487 -7%
S
1038
SignatureFD
Georgia
$378K +$19.2K +336 +5%
SPA
1039
Sentinel Pension Advisors
Massachusetts
$376K +$73.4K +1,285 +24%
OPCM
1040
Osborne Partners Capital Management
California
$375K – – –
OPWM
1041
Oregon Pacific Wealth Management
Oregon
$375K -$27.9K -489 -7%
VCM
1042
Virtue Capital Management
Tennessee
$373K +$311K +5,452 +517%
MHFA
1043
Mission Hills Financial Advisory
California
$373K +$24.6K +431 +7%
JSW
1044
Journey Strategic Wealth
New Jersey
$373K -$233K -4,082 -39%
WLPWM
1045
Walled Lake Planning & Wealth Management
Illinois
$369K +$9.76K +171 +3%
HSWM
1046
Hubbell Strickland Wealth Management
Louisiana
$368K +$5.48K +96 +2%
ALC
1047
Alexander Labrunerie & Co
Missouri
$365K +$144K +2,528 +66%
MWM
1048
Mascagni Wealth Management
Mississippi
$365K -$167K -2,921 -31%
SW
1049
Simplicity Wealth
New Jersey
$364K -$1.89M -33,099 -84%
AA
1050
Argent Advisors
Louisiana
$364K – – –
40 41
42
43 44