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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCA
1151
South Shore Capital Advisors
Massachusetts
$250K +$249K +4,362 New
RZH
1152
Relyea Zuckerberg Hanson
Connecticut
$249K +$2.23K +39 +0.9%
NCM
1153
Novare Capital Management
North Carolina
$246K -$177K -3,100 -42%
BWG
1154
Beta Wealth Group
California
$246K -$209K -3,658 -46%
CA
1155
Chatterton & Associates
California
$246K +$245K +4,299 New
BWM
1156
BNB Wealth Management
Maryland
$244K +$243K +4,258 New
OCA
1157
OpenArc Corporate Advisory
Georgia
$242K +$242K +4,233 New
PM
1158
Penbrook Management
New York
$242K -$5.71K -100 -2%
EFG
1159
Embree Financial Group
Illinois
$241K -$89K -1,559 -27%
WA
1160
WealthTrust Axiom
Pennsylvania
$240K +$239K +4,190 New
WAS
1161
WESPAC Advisors SoCal
California
$239K +$9.94K +174 +4%
GSEP
1162
Golden State Equity Partners
California
$239K +$239K +4,177 New
TA
1163
TFB Advisors
Kansas
$239K +$8.56K +150 +4%
MC
1164
Miramontes Capital
California
$238K +$237K +4,155 New
WWG
1165
West Wealth Group
California
$237K -$46.4K -813 -16%
I2I
1166
Insight 2811 Inc
Illinois
$235K -$28.8K -505 -11%
FFG
1167
Fortem Financial Group
California
$234K – – –
SAS
1168
Sage Advisory Services
Texas
$232K -$5.03K -88 -2%
AWS
1169
Aspen Wealth Strategies
Colorado
$231K +$9.94K +174 +4%
FNT
1170
First National Trust
Pennsylvania
$231K – – –
BBA
1171
BLB&B Advisors
Pennsylvania
$230K -$14.2K -249 -6%
WSFS
1172
Wilmington Savings Fund Society
Delaware
$230K -$45.7K -800 -17%
FA
1173
Fedenia Advisers
Wisconsin
$230K – – –
AWM
1174
Angeles Wealth Management
California
$229K +$204K +3,573 +893%
AHL
1175
Abel Hall LLC
Louisiana
$229K +$228K +4,000 New
45 46
47
48 49