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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1051
Everstar Asset Management
North Carolina
$384K +$395K +6,782 New
HBFP
1052
Henderson Brothers Financial Partners
Pennsylvania
$383K +$393K +6,756 New
QWM
1053
Quadcap Wealth Management
Texas
$382K -$28.8K -495 -7%
VWM
1054
Vigil Wealth Management
Florida
$382K +$58 +1 +0%
WOSD
1055
WFA of San Diego
California
$382K -$19K -327 -5%
CCA
1056
Cooper Capital Advisors
California
$379K – – –
AW
1057
Alteri Wealth
California
$378K +$814 +14 +0.2%
B
1058
Bailard
California
$378K +$24.7K +425 +7%
S
1059
SignatureFD
Georgia
$376K +$1.28K +22 +0.3%
PA
1060
PW Advisors
Florida
$374K +$384K +6,605 New
MHFA
1061
Mission Hills Financial Advisory
California
$373K +$3.9K +67 +1%
BONH
1062
Bank of New Hampshire
New Hampshire
$372K -$25.8K -444 -6%
CWP
1063
Core Wealth Partners
California
$372K +$30.4K +523 +9%
OPCM
1064
Osborne Partners Capital Management
California
$372K – – –
WLPWM
1065
Walled Lake Planning & Wealth Management
Illinois
$370K +$5.06K +87 +1%
LWM
1066
Liberty Wealth Management
California
$370K -$12.9K -222 -3%
HSWM
1067
Hubbell Strickland Wealth Management
Louisiana
$369K +$4.19K +72 +1%
JSW
1068
Journey Strategic Wealth
New Jersey
$369K – – –
WWWM
1069
White Wing Wealth Management
Texas
$367K +$376K +6,469 New
AI
1070
Auour Investments
Massachusetts
$361K -$608K -10,447 -62%
VAG
1071
VisionPoint Advisory Group
Texas
$360K +$74.7K +1,284 +25%
JWWM
1072
Johnson & White Wealth Management
Pennsylvania
$360K -$200K -3,432 -35%
CAN
1073
Capital Advisor Network
Indiana
$360K +$369K +6,343 New
NF
1074
NavPoint Financial
Minnesota
$359K +$4.95K +85 +1%
ALC
1075
Alexander Labrunerie & Co
Missouri
$358K -$3.14K -54 -0.8%
41 42
43
44 45