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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1101
49 Wealth Management
Texas
$325K -$90.2K -1,551 -21%
WFG
1102
Wills Financial Group
Virginia
$324K +$62.5K +1,074 +23%
FMTC
1103
Farmers & Merchants Trust Company
California
$323K +$332K +5,700 New
WAS
1104
WESPAC Advisors SoCal
California
$323K +$88.4K +1,520 +36%
WAS
1105
Wealth Advisory Solutions
Indiana
$320K +$329K +5,650 New
MHWM
1106
Montz Harcus Wealth Management
Louisiana
$320K +$6.22K +107 +2%
TA
1107
TPG Advisors
Illinois
$319K +$328K +5,630 New
BWM
1108
BCS Wealth Management
Tennessee
$318K -$274K -4,718 -46%
KCFA
1109
Key Client Fiduciary Advisors
New Jersey
$316K +$325K +5,578 New
E
1110
Entelevest
Florida
$315K -$113K -1,943 -26%
CFG
1111
Chapman Financial Group
Hawaii
$315K -$115K -1,975 -26%
TSS
1112
Taylor Securities Services
Pennsylvania
$313K +$321K +5,522 New
1IA
1113
1620 Investment Advisors
Massachusetts
$313K +$873 +15 +0.3%
LAS
1114
LWM Advisory Services
Florida
$313K – – –
SAM
1115
Seelaus Asset Management
New Jersey
$312K +$98.9K +1,700 +45%
SPA
1116
Sentinel Pension Advisors
Massachusetts
$308K -$65.6K -1,128 -17%
BAM
1117
BOS Asset Management
Illinois
$307K +$11.3K +195 +4%
CCG
1118
Cypress Capital Group
Florida
$306K – – –
KCIC
1119
Kuhn & Co Investment Counsel
Illinois
$306K – – –
LPAM
1120
Lodestar Private Asset Management
California
$306K – – –
RFA
1121
Rollins Financial Advisors
New York
$305K -$31K -533 -9%
FFM
1122
Forum Financial Management
Illinois
$304K +$50.6K +869 +19%
CRC
1123
Curi RMB Capital
Illinois
$304K -$76.3K -1,312 -20%
SAG
1124
SageView Advisory Group
California
$303K +$7.04K +121 +2%
NA
1125
Nautilus Advisors
California
$302K +$53.5K +919 +21%
43 44
45
46 47