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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
FIC
1201
Family Investment Center
Missouri
$234K +$234K +4,151 New
WB
1202
West Bancorporation
Iowa
$234K -$441K -7,800 -65%
CCA
1203
Cadent Capital Advisors
Oklahoma
$234K +$234K +4,143 New
CIA
1204
Compass Ion Advisors
Pennsylvania
$233K -$6.67K -118 -3%
ZIG
1205
Zullo Investment Group
Pennsylvania
$232K +$232K +4,113 New
MAS
1206
MPWM Advisory Solutions
Georgia
$231K +$227K +4,015 +5,019%
JSSH
1207
J. Safra Sarasin Holding
$230K +$230K +4,078 New
OC
1208
Optima Capital
Oregon
$229K +$1.47K +26 +0.6%
T
1209
Tableaux
Massachusetts
$227K -$20.7K -366 -8%
SIC
1210
SJS Investment Consulting
Ohio
$227K +$227K +4,013 New
MCM
1211
Manchester Capital Management
Vermont
$226K +$113K +2,000 +100%
DCM
1212
Donaldson Capital Management
Indiana
$225K +$225K +3,984 New
EW
1213
Element Wealth
Mississippi
$225K -$5.82K -103 -3%
GLR
1214
Great Lakes Retirement
Ohio
$224K -$25.1K -444 -10%
MW
1215
MBL Wealth
North Carolina
$223K – – –
BA
1216
Bridgewater Advisors
New York
$223K – – –
FA
1217
Fountainhead AM
New Jersey
$222K +$14.1K +250 +7%
FI
1218
Finivi Inc
Massachusetts
$222K -$51.3K -908 -19%
WETS
1219
Wealth Enhancement Trust Services
South Dakota
$221K +$221K +3,918 New
PMFA
1220
Plante Moran Financial Advisors
Michigan
$220K +$220K +3,900 New
AL
1221
ARWA LLC
Texas
$220K +$218K +3,866 New
BFS
1222
Boyer Financial Services
California
$220K +$219K +3,883 New
TSMHT
1223
Thurston Springer Miller Herd & Titak
Indiana
$220K +$226 +4 +0.1%
NP
1224
Nilsine Partners
Colorado
$219K – – –
FDCDDQ
1225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$218K +$81K +1,434 +59%
47 48
49
50 51