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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
1026
Columbia Advisory Partners
Washington
$392K -$434K -7,597 -53%
WMP
1027
Wealth Management Partners
Arizona
$391K +$32.7K +572 +9%
BBL
1028
Beck Bode LLC
Massachusetts
$388K -$30.8K -539 -7%
VWM
1029
Vigil Wealth Management
Florida
$386K +$385K +6,744 New
TNBTD
1030
Trustmark National Bank Trust Department
Mississippi
$386K +$17.1K +300 +5%
CRC
1031
Curi RMB Capital
Illinois
$385K -$210K -3,673 -36%
LWM
1032
Liberty Wealth Management
California
$384K -$44.3K -775 -10%
CCA
1033
Cooper Capital Advisors
California
$382K -$122K -2,139 -24%
WIM
1034
Westside Investment Management
California
$382K +$11.4K +200 +3%
ZCP
1035
Z3 Capital Partners
Virginia
$382K +$381K +6,675 New
OC
1036
Optima Capital
Oregon
$382K -$1.35M -23,643 -78%
AW
1037
Alteri Wealth
California
$381K +$16.6K +290 +5%
GI
1038
GAMMA Investing
California
$379K -$89.4K -1,566 -19%
SEP
1039
Southland Equity Partners
Missouri
$379K -$27.8K -487 -7%
S
1040
SignatureFD
Georgia
$378K +$19.2K +336 +5%
SPA
1041
Sentinel Pension Advisors
Massachusetts
$376K +$73.4K +1,285 +24%
OPCM
1042
Osborne Partners Capital Management
California
$375K – – –
OPWM
1043
Oregon Pacific Wealth Management
Oregon
$375K -$27.9K -489 -7%
VCM
1044
Virtue Capital Management
Tennessee
$373K +$311K +5,452 +517%
MHFA
1045
Mission Hills Financial Advisory
California
$373K +$24.6K +431 +7%
JSW
1046
Journey Strategic Wealth
New Jersey
$373K -$233K -4,082 -39%
WLPWM
1047
Walled Lake Planning & Wealth Management
Illinois
$369K +$9.76K +171 +3%
HSWM
1048
Hubbell Strickland Wealth Management
Louisiana
$368K +$5.48K +96 +2%
ALC
1049
Alexander Labrunerie & Co
Missouri
$365K +$144K +2,528 +66%
MWM
1050
Mascagni Wealth Management
Mississippi
$365K -$167K -2,921 -31%
40 41
42
43 44