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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
1101
Montz Harcus Wealth Management
Louisiana
$326K +$7.23K +128 +2%
RFM
1102
Royal Fund Management
Florida
$325K -$16K -284 -5%
SSCA
1103
South Shore Capital Advisors
Massachusetts
$323K +$31K +549 +11%
FMTC
1104
Farmers & Merchants Trust Company
California
$322K – – –
TA
1105
TFB Advisors
Kansas
$322K +$322K +5,695 New
PP
1106
Patron Partners
Texas
$319K +$25.1K +445 +9%
1CP
1107
17 Capital Partners
Arizona
$318K +$39K +690 +14%
BSSFA
1108
Baron Silver Stevens Financial Advisors
Florida
$317K -$39.3K -695 -11%
MWM
1109
Maridea Wealth Management
New York
$317K -$321K -5,680 -50%
CPA
1110
Clear Point Advisors
New York
$315K +$315K +5,579 New
NFG
1111
Northbridge Financial Group
Florida
$314K +$314K +5,565 New
WIA
1112
Wealthedge Investment Advisors
New York
$313K +$313K +5,550 New
1IA
1113
1620 Investment Advisors
Massachusetts
$312K – – –
PIWA
1114
Prevail Innovative Wealth Advisors
Kansas
$312K -$5.22M -92,402 -94%
LAS
1115
LWM Advisory Services
Florida
$311K – – –
SEP
1116
Southland Equity Partners
Missouri
$310K -$15.4K -272 -5%
KFG
1117
Kelly Financial Group
Connecticut
$308K +$48.1K +852 +19%
FNT
1118
First National Trust
Pennsylvania
$307K +$307K +5,436 New
BAM
1119
BOS Asset Management
Illinois
$305K – – –
CCG
1120
Cypress Capital Group
Florida
$305K – – –
KCIC
1121
Kuhn & Co Investment Counsel
Illinois
$305K – – –
LPAM
1122
Lodestar Private Asset Management
California
$305K – – –
HKIMG
1123
Hutchens & Kramer Investment Management Group
Indiana
$302K +$1.52K +27 +0.5%
SCG
1124
Sonata Capital Group
Washington
$302K +$48.4K +857 +19%
EWP
1125
Equity Wealth Partners
Missouri
$301K +$20.5K +363 +7%
43 44
45
46 47