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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1101
Maridea Wealth Management
New York
$317K -$321K -5,680 -50%
CPA
1102
Clear Point Advisors
New York
$315K +$315K +5,579 New
NFG
1103
Northbridge Financial Group
Florida
$314K +$314K +5,565 New
WIA
1104
Wealthedge Investment Advisors
New York
$313K +$313K +5,550 New
1IA
1105
1620 Investment Advisors
Massachusetts
$312K – – –
PIWA
1106
Prevail Innovative Wealth Advisors
Kansas
$312K -$5.22M -92,402 -94%
LAS
1107
LWM Advisory Services
Florida
$311K – – –
SEP
1108
Southland Equity Partners
Missouri
$310K -$15.4K -272 -5%
KFG
1109
Kelly Financial Group
Connecticut
$308K +$48.1K +852 +19%
FNT
1110
First National Trust
Pennsylvania
$307K +$307K +5,436 New
BAM
1111
BOS Asset Management
Illinois
$305K – – –
CCG
1112
Cypress Capital Group
Florida
$305K – – –
KCIC
1113
Kuhn & Co Investment Counsel
Illinois
$305K – – –
LPAM
1114
Lodestar Private Asset Management
California
$305K – – –
HKIMG
1115
Hutchens & Kramer Investment Management Group
Indiana
$302K +$1.52K +27 +0.5%
SCG
1116
Sonata Capital Group
Washington
$302K +$48.4K +857 +19%
EWP
1117
Equity Wealth Partners
Missouri
$301K +$20.5K +363 +7%
CB
1118
Chris Bulman
California
$301K -$128K -2,261 -30%
SHIM
1119
Stone House Investment Management
Pennsylvania
$300K +$157K +2,783 +110%
KW
1120
KWB Wealth
California
$300K +$300K +5,313 New
VIP
1121
Viewpoint Investment Partners
Alberta, Canada
$300K +$300K +5,305 New
NA
1122
Nautilus Advisors
California
$297K -$5.65K -100 -2%
FFM
1123
Forum Financial Management
Illinois
$296K -$6.33K -112 -2%
E
1124
Entelevest
Florida
$296K -$18.2K -322 -6%
PPWM
1125
Premier Private Wealth Management
Florida
$295K +$295K +5,220 New
43 44
45
46 47