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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1076
Capital Asset Advisory Services
Michigan
$350K +$350K +6,202 New
BWL
1077
Bogart Wealth LLC
Virginia
$341K +$228K +4,035 +201%
CP
1078
Capital Planning
Washington
$341K – – –
B
1079
Bailard
California
$341K -$35.3K -625 -9%
GPWA
1080
Gaddis Premier Wealth Advisors
Oklahoma
$340K -$47K -832 -12%
1WM
1081
1900 Wealth Management
Texas
$339K – – –
LWM
1082
Level Wealth Management
North Carolina
$339K – – –
CWA
1083
Crux Wealth Advisors
California
$339K +$7.51K +133 +2%
WFP
1084
Welch Financial Planning
Colorado
$338K – – –
CPIA
1085
Cornell Pochily Investment Advisors
New York
$336K -$114K -2,016 -25%
WAS
1086
WESPAC Advisors SoCal
California
$336K +$14.3K +254 +4%
AWC
1087
Adamsbrown Wealth Consultants
Kansas
$334K +$35.6K +630 +12%
WOSD
1088
WFA of San Diego
California
$331K -$57.6K -1,020 -15%
BONH
1089
Bank of New Hampshire
New Hampshire
$331K -$39.3K -696 -11%
LWA
1090
LifeGoal Wealth Advisors
New York
$331K +$331K +5,860 New
HHCP
1091
Hilton Head Capital Partners
South Carolina
$330K -$85.3K -1,510 -21%
NPAN
1092
Northeast Planning Associates NH
New Hampshire
$329K +$357K +6,325 New
MHWM
1093
Montz Harcus Wealth Management
Louisiana
$326K +$7.23K +128 +2%
RFM
1094
Royal Fund Management
Florida
$325K -$16K -284 -5%
SSCA
1095
South Shore Capital Advisors
Massachusetts
$323K +$31K +549 +11%
FMTC
1096
Farmers & Merchants Trust Company
California
$322K – – –
TA
1097
TFB Advisors
Kansas
$322K +$322K +5,695 New
PP
1098
Patron Partners
Texas
$319K +$25.1K +445 +9%
1CP
1099
17 Capital Partners
Arizona
$318K +$39K +690 +14%
BSSFA
1100
Baron Silver Stevens Financial Advisors
Florida
$317K -$39.3K -695 -11%
42 43
44
45 46