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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1101
First National Trust
Pennsylvania
$231K +$230K +4,043 New
PWPS
1102
Pinnacle Wealth Planning Services
Ohio
$230K +$229K +4,031 New
FA
1103
Fedenia Advisers
Wisconsin
$229K +$228K +4,014 New
TA
1104
TFB Advisors
Kansas
$229K +$11.2K +197 +5%
WAS
1105
WESPAC Advisors SoCal
California
$229K +$227K +4,004 New
GLR
1106
Great Lakes Retirement
Ohio
$226K – – –
DFA
1107
Davies Financial Advisors
California
$226K -$65.5K -1,153 -23%
MWM
1108
Maridea Wealth Management
New York
$222K +$221K +3,887 New
AWS
1109
Aspen Wealth Strategies
Colorado
$221K +$4.6K +81 +2%
KLCM
1110
KG&L Capital Management
Louisiana
$221K +$220K +3,869 New
NF
1111
Nvest Financial
New Hampshire
$220K +$2.9K +51 +1%
CHAM
1112
Clear Harbor Asset Management
Connecticut
$220K +$17K +300 +8%
DWT
1113
Dorsey & Whitney Trust
South Dakota
$220K – – –
ALC
1114
Alexander Labrunerie & Co
Missouri
$220K +$218K +3,847 New
GRR
1115
Golden Reserve Retirement
Ohio
$219K +$217K +3,827 New
FIC
1116
Family Investment Center
Missouri
$218K +$5K +88 +2%
SAM
1117
Seelaus Asset Management
New Jersey
$217K – – –
AIA
1118
Arbor Investment Advisors
North Carolina
$217K +$216K +3,797 New
NFG
1119
Norris Financial Group
South Carolina
$216K -$3.2M -56,266 -94%
SWMG
1120
Stillwater Wealth Management Group
Florida
$215K +$214K +3,770 New
VC
1121
Veracity Capital
Georgia
$215K +$2.84K +50 +1%
CCA
1122
Coign Capital Advisors
Utah
$215K -$314K -5,526 -60%
EAM
1123
Empirical Asset Management
Massachusetts
$213K +$3.54M +62,318 New
PPG
1124
Peak Planning Group
Colorado
$212K -$74.9K -1,319 -26%
SH
1125
SLT Holdings
Arizona
$212K – – –
43 44
45
46 47