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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1101
Midwest Financial Group
Kansas
$330K +$52.5K +902 +18%
SEP
1102
Southland Equity Partners
Missouri
$326K -$49.9K -857 -13%
OC
1103
Oarsman Capital
Wisconsin
$326K +$9.13K +157 +3%
GI
1104
GAMMA Investing
California
$325K -$50.8K -874 -13%
4WM
1105
49 Wealth Management
Texas
$325K -$90.2K -1,551 -21%
WFG
1106
Wills Financial Group
Virginia
$324K +$62.5K +1,074 +23%
FMTC
1107
Farmers & Merchants Trust Company
California
$323K +$332K +5,700 New
WAS
1108
WESPAC Advisors SoCal
California
$323K +$88.4K +1,520 +36%
WAS
1109
Wealth Advisory Solutions
Indiana
$320K +$329K +5,650 New
MHWM
1110
Montz Harcus Wealth Management
Louisiana
$320K +$6.22K +107 +2%
TA
1111
TPG Advisors
Illinois
$319K +$328K +5,630 New
BWM
1112
BCS Wealth Management
Tennessee
$318K -$274K -4,718 -46%
KCFA
1113
Key Client Fiduciary Advisors
New Jersey
$316K +$325K +5,578 New
E
1114
Entelevest
Florida
$315K -$113K -1,943 -26%
CFG
1115
Chapman Financial Group
Hawaii
$315K -$115K -1,975 -26%
TSS
1116
Taylor Securities Services
Pennsylvania
$313K +$321K +5,522 New
1IA
1117
1620 Investment Advisors
Massachusetts
$313K +$873 +15 +0.3%
LAS
1118
LWM Advisory Services
Florida
$313K – – –
SAM
1119
Seelaus Asset Management
New Jersey
$312K +$98.9K +1,700 +45%
SPA
1120
Sentinel Pension Advisors
Massachusetts
$308K -$65.6K -1,128 -17%
BAM
1121
BOS Asset Management
Illinois
$307K +$11.3K +195 +4%
CCG
1122
Cypress Capital Group
Florida
$306K – – –
KCIC
1123
Kuhn & Co Investment Counsel
Illinois
$306K – – –
LPAM
1124
Lodestar Private Asset Management
California
$306K – – –
RFA
1125
Rollins Financial Advisors
New York
$305K -$31K -533 -9%
43 44
45
46 47