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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
1176
KG&L Capital Management
Louisiana
$226K +$4.85K +85 +2%
MW
1177
MBL Wealth
North Carolina
$226K +$226K +3,954 New
KFG
1178
Kelly Financial Group
Connecticut
$226K +$19.4K +340 +10%
NF
1179
Nvest Financial
New Hampshire
$225K +$4.22K +74 +2%
TDB
1180
Thompson David Blair
$225K +$224K +3,926 New
OAM
1181
Occidental Asset Management
California
$223K +$222K +3,895 New
MMA
1182
Miracle Mile Advisors
California
$222K -$10.1K -176 -4%
RFS
1183
Retirement Financial Solutions
Tennessee
$222K -$9.04M -158,397 -98%
AWA
1184
A4 Wealth Advisors
North Carolina
$222K +$221K +3,877 New
CHWM
1185
Cauble & Harre Wealth Management
Missouri
$222K +$220K +3,848 New
AWM
1186
Accel Wealth Management
Iowa
$222K -$108K -1,897 -33%
SWMG
1187
Stillwater Wealth Management Group
Florida
$222K +$5.71K +100 +3%
CT
1188
Coastline Trust
Rhode Island
$221K +$108K +1,887 +95%
CPW
1189
Cogent Private Wealth
Florida
$221K +$220K +3,861 New
CHAM
1190
Clear Harbor Asset Management
Connecticut
$221K +$57 +1 +0%
DWT
1191
Dorsey & Whitney Trust
South Dakota
$221K – – –
RBC
1192
Roble Belko & Company
Pennsylvania
$220K +$16.9K +296 +8%
HCWM
1193
Hidden Cove Wealth Management
Washington
$220K +$219K +3,840 New
OP
1194
ORG Partners
Indiana
$219K +$218K +3,824 New
CF
1195
Claris Financial
Virginia
$218K +$218K +3,812 New
SAM
1196
Seelaus Asset Management
New Jersey
$218K – – –
GWP
1197
Gateway Wealth Partners
Wisconsin
$217K +$217K +3,797 New
NFG
1198
Norris Financial Group
South Carolina
$216K – – –
RFM
1199
Royal Fund Management
Florida
$215K +$299K +5,239 New
EAM
1200
Empirical Asset Management
Massachusetts
$214K +$856 +15 +0%
46 47
48
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