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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1101
Fedenia Advisers
Wisconsin
$229K +$228K +4,014 New
TA
1102
TFB Advisors
Kansas
$229K +$11.2K +197 +5%
WAS
1103
WESPAC Advisors SoCal
California
$229K +$227K +4,004 New
GLR
1104
Great Lakes Retirement
Ohio
$226K – – –
DFA
1105
Davies Financial Advisors
California
$226K -$65.5K -1,153 -23%
MWM
1106
Maridea Wealth Management
New York
$222K +$221K +3,887 New
AWS
1107
Aspen Wealth Strategies
Colorado
$221K +$4.6K +81 +2%
KLCM
1108
KG&L Capital Management
Louisiana
$221K +$220K +3,869 New
NF
1109
Nvest Financial
New Hampshire
$220K +$2.9K +51 +1%
CHAM
1110
Clear Harbor Asset Management
Connecticut
$220K +$17K +300 +8%
DWT
1111
Dorsey & Whitney Trust
South Dakota
$220K – – –
ALC
1112
Alexander Labrunerie & Co
Missouri
$220K +$218K +3,847 New
GRR
1113
Golden Reserve Retirement
Ohio
$219K +$217K +3,827 New
FIC
1114
Family Investment Center
Missouri
$218K +$5K +88 +2%
SAM
1115
Seelaus Asset Management
New Jersey
$217K – – –
AIA
1116
Arbor Investment Advisors
North Carolina
$217K +$216K +3,797 New
NFG
1117
Norris Financial Group
South Carolina
$216K -$3.2M -56,266 -94%
SWMG
1118
Stillwater Wealth Management Group
Florida
$215K +$214K +3,770 New
VC
1119
Veracity Capital
Georgia
$215K +$2.84K +50 +1%
CCA
1120
Coign Capital Advisors
Utah
$215K -$314K -5,526 -60%
EAM
1121
Empirical Asset Management
Massachusetts
$213K +$3.54M +62,318 New
PPG
1122
Peak Planning Group
Colorado
$212K -$74.9K -1,319 -26%
SH
1123
SLT Holdings
Arizona
$212K – – –
RIS
1124
Retirement Income Solutions
Michigan
$212K +$210K +3,705 New
FP
1125
Financial Perspectives
Minnesota
$211K +$20.6K +362 +11%
43 44
45
46 47