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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1326
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$274K -4,803 Closed
SFM
1327
Signet Financial Management
New Jersey
– -$261K -4,574 Closed
FBT
1328
First Bankers Trust
Kentucky
– -$249K -4,350 Closed
SHIM
1329
Stone House Investment Management
Pennsylvania
– -$245K -4,294 Closed
BWM
1330
BlackDiamond Wealth Management
New York
– -$218K -3,915 Closed
JCM
1331
Jacobi Capital Management
Pennsylvania
– -$223K -3,907 Closed
FAG
1332
Fortitude Advisory Group
Washington
– -$206K -3,851 Closed
ZF
1333
Zhang Financial
Michigan
– -$218K -3,807 Closed
FCA
1334
FLC Capital Advisors
California
– -$210K -3,672 Closed
EWM
1335
Empirical Wealth Management
Washington
– -$206K -3,612 Closed
NP
1336
NorthRock Partners
Minnesota
– -$205K -3,590 Closed
BWM
1337
Brown Wealth Management
Illinois
– -$201K -3,522 Closed
WW
1338
Winnow Wealth
Texas
– -$122K -2,137 Closed
GA
1339
GoalVest Advisory
New York
– -$114K -2,000 Closed
SW
1340
SVB Wealth
Massachusetts
– -$105K -1,834 Closed
HFS
1341
Hughes Financial Services
Virginia
– -$86.8K -1,529 Closed
QCG
1342
Quadrant Capital Group
Ohio
– -$85.7K -1,500 Closed
FPF
1343
First Pacific Financial
Washington
– -$82.4K -1,442 Closed
OP
1344
ORG Partners
Indiana
– -$80K -1,410 Closed
LAMC
1345
Longview Asset Management (California)
California
– -$80.3K -1,406 Closed
WT
1346
Washington Trust
Rhode Island
– -$72.6K -1,270 Closed
AEPWM
1347
Atlantic Edge Private Wealth Management
Florida
– -$57.1K -1,000 Closed
FUBT
1348
First United Bank & Trust
Maryland
– -$44.6K -780 Closed
PA
1349
PSI Advisors
Florida
– -$39.1K -685 Closed
GWSA
1350
Global Wealth Strategies & Associates
Colorado
– -$36.1K -632 Closed
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