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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
1126
Walker Financial Services
Kentucky
$209K +$204K +3,676 New
TCWM
1127
Total Clarity Wealth Management
Illinois
$208K -$815K -14,720 -80%
RWP
1128
Ridgecrest Wealth Partners
California
$208K +$202K +3,650 New
HCA
1129
Heck Capital Advisors
Wisconsin
$207K +$886 +16 +0.4%
KCFA
1130
Key Client Fiduciary Advisors
New Jersey
$206K +$201K +3,628 New
FF
1131
Friday Financial
Iowa
$206K +$201K +3,620 New
WWG
1132
West Wealth Group
California
$204K -$165K -2,971 -45%
3IP
1133
3Chopt Investment Partners
Virginia
$204K +$4.27K +77 +2%
NW
1134
Naviter Wealth
Arkansas
$204K -$353K -6,364 -64%
OAS
1135
Optivise Advisory Services
Tennessee
$202K -$187K -3,373 -49%
CHAM
1136
Clear Harbor Asset Management
Connecticut
$202K +$197K +3,555 New
BL
1137
BFSG LLC
California
$201K +$4.99K +90 +3%
FCP
1138
Fidelis Capital Partners
Florida
$201K +$199K +3,584 New
FGC
1139
Financial Gravity Companies
Texas
$199K +$194K +3,502 New
RBC
1140
Roble Belko & Company
Pennsylvania
$199K +$26.1K +472 +16%
PTC
1141
Private Trust Company
Ohio
$195K – – –
FP
1142
Financial Perspectives
Minnesota
$190K -$23.5K -424 -11%
BBPWM
1143
Blue Bell Private Wealth Management
Pennsylvania
$188K +$23.4K +423 +15%
HBW
1144
Hazlett, Burt & Watson
West Virginia
$186K -$145K -2,613 -44%
CFD
1145
Creative Financial Designs
Indiana
$173K +$4.21K +76 +3%
TPCW
1146
TD Private Client Wealth
New York
$169K +$71.2K +1,286 +76%
ST
1147
Smithfield Trust
Pennsylvania
$160K – – –
PB
1148
Pinnacle Bancorp
Nebraska
$159K – – –
MWA
1149
Medallion Wealth Advisors
Connecticut
$152K -$1.11K -20 -0.7%
SSA
1150
SSA Swiss Advisors
$152K +$147K +2,659 New
44 45
46
47 48