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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1351
Key Client Fiduciary Advisors
New Jersey
– -$206K -3,628 Closed
NW
1352
Naviter Wealth
Arkansas
– -$204K -3,582 Closed
OAS
1353
Optivise Advisory Services
Tennessee
– -$202K -3,560 Closed
BBPWM
1354
Blue Bell Private Wealth Management
Pennsylvania
– -$188K -3,298 Closed
OWA
1355
Opal Wealth Advisors
New York
– -$119K -2,097 Closed
CCM
1356
Chilton Capital Management
Texas
– -$114K -2,000 Closed
BIG
1357
Brooklyn Investment Group
New York
– -$105K -1,844 Closed
CAM
1358
Costello Asset Management
Pennsylvania
– -$94.3K -1,660 Closed
EC
1359
Elequin Capital
New York
– -$80.6K -1,418 Closed
BCMLT
1360
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$47.4K -833 Closed
GIM
1361
Glenmede Investment Management
Pennsylvania
– -$47.2K -830 Closed
PSFG
1362
Park Square Financial Group
Georgia
– -$39.8K -700 Closed
FFO
1363
Fortitude Family Office
Arizona
– -$36.4K -641 Closed
SC
1364
SouthState Corp
Florida
– -$29.8K -525 Closed
ADL
1365
Asset Dedication LLC
California
– -$27.9K -490 Closed
BCWM
1366
Bartlett & Co Wealth Management
Ohio
– -$25.5K -448 Closed
MBFW
1367
Morton Brown Family Wealth
Pennsylvania
– -$23.2K -408 Closed
RAM
1368
Riggs Asset Management
Pennsylvania
– -$23.1K -407 Closed
GBT
1369
Grove Bank & Trust
Florida
– -$22.7K -400 Closed
OA
1370
Operose Advisors
Wisconsin
– -$20.1K -354 Closed
CWM
1371
Consultiva Wealth Management
Puerto Rico
– -$19.9K -350 Closed
NRG
1372
Nemes Rush Group
Michigan
– -$7.22K -127 Closed
TPWA
1373
Twin Peaks Wealth Advisors
California
– -$5.64K -100 Closed
FLFS
1374
Family Legacy Financial Solutions
North Carolina
– -$2.25K -39 Closed
DJSG
1375
D.J. St. Germain
Massachusetts
– -$30 -1 Closed
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