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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1426
Valeo Financial Advisors
Indiana
– -$458K -8,021 Closed
M1FG
1427
Mach-1 Financial Group
Arkansas
– -$361K -6,325 Closed
SIC
1428
Samalin Investment Counsel
New York
– -$334K -5,853 Closed
HT
1429
Headlands Technologies
Illinois
– -$325K -5,688 Closed
CS
1430
Cannell & Spears
New York
– -$320K -5,600 Closed
TWA
1431
Talisman Wealth Advisors
New Jersey
– -$311K -5,452 Closed
CA
1432
Carson Advisory
Georgia
– -$300K -5,249 Closed
CAG
1433
Csenge Advisory Group
Florida
– -$279K -4,887 Closed
CCWM
1434
Cassaday & Co Wealth Management
Virginia
– -$262K -4,582 Closed
KIM
1435
Kane Investment Management
California
– -$241K -4,221 Closed
KWM
1436
Koa Wealth Management
California
– -$241K -4,218 Closed
PWM
1437
Palacios Wealth Management
Florida
– -$232K -4,056 Closed
DFA
1438
Davies Financial Advisors
California
– -$226K -3,953 Closed
GRR
1439
Golden Reserve Retirement
Ohio
– -$219K -3,827 Closed
FIC
1440
Family Investment Center
Missouri
– -$218K -3,821 Closed
AIA
1441
Arbor Investment Advisors
North Carolina
– -$217K -3,797 Closed
VC
1442
Veracity Capital
Georgia
– -$215K -3,760 Closed
CCA
1443
Coign Capital Advisors
Utah
– -$215K -3,758 Closed
PPG
1444
Peak Planning Group
Colorado
– -$212K -3,718 Closed
LWA
1445
LifeGoal Wealth Advisors
New York
– -$206K -3,601 Closed
RWB
1446
RMR Wealth Builders
New Jersey
– -$204K -3,571 Closed
EBA
1447
Eagle Bay Advisors
New York
– -$200K -3,509 Closed
RW
1448
Rede Wealth
Virginia
– -$200K -3,509 Closed
MWM
1449
MGB Wealth Management
Texas
– -$188K -3,290 Closed
BPAMU
1450
BTG Pactual Asset Management US
New York
– -$185K -3,259 Closed
55 56 57
58
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