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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1076
Acorn Financial Advisory Services
Virginia
$243K +$247K +4,245 New
TNBTD
1077
Trustmark National Bank Trust Department
Mississippi
$242K +$26.3K +451 +12%
LWMNY
1078
Landmark Wealth Management (New York)
New York
$242K +$23.4K +402 +10%
SPA
1079
Sentinel Pension Advisors
Massachusetts
$237K +$3.32K +57 +1%
MWM
1080
MGB Wealth Management
Texas
$237K – – –
SBIA
1081
Sheaff Brock Investment Advisors
Indiana
$235K +$240K +4,119 New
GEA
1082
Glen Eagle Advisors
New Jersey
$234K +$72.2K +1,240 +43%
CJ
1083
Caitlin John
Michigan
$234K +$84.9K +1,457 +55%
FFG
1084
Fortem Financial Group
California
$233K – – –
SIA
1085
Soltis Investment Advisors
Utah
$233K +$238K +4,079 New
VFA
1086
Valeo Financial Advisors
Indiana
$232K +$5.83K +100 +3%
OSAM
1087
O'Shaughnessy Asset Management
Connecticut
$228K +$31.8K +546 +16%
GLR
1088
Great Lakes Retirement
Ohio
$226K – – –
AWS
1089
Aspen Wealth Strategies
Colorado
$226K -$185K -3,182 -45%
SAM
1090
SP Asset Management
California
$225K +$14.2K +243 +7%
HIS
1091
Harvest Investment Services
Illinois
$224K -$206K -3,536 -47%
EWA
1092
Exencial Wealth Advisors
Oklahoma
$223K – – –
JCM
1093
Jacobi Capital Management
Pennsylvania
$223K +$10K +172 +5%
JWA
1094
JFS Wealth Advisors
Pennsylvania
$221K -$160K -2,746 -41%
DWT
1095
Dorsey & Whitney Trust
South Dakota
$220K – – –
BWM
1096
BlackDiamond Wealth Management
New York
$218K -$348K -5,980 -60%
RWM
1097
Riverchase Wealth Management
Texas
$218K +$3.67K +63 +2%
ESB
1098
Essex Savings Bank
Connecticut
$218K – – –
ZF
1099
Zhang Financial
Michigan
$218K +$10.1K +174 +5%
SAS
1100
Sage Advisory Services
Texas
$217K +$291 +5 +0.1%
42 43
44
45 46