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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
451
Heritage Trust
Oklahoma
$3.33M -$9.77K -173 -0.3%
MHS
452
M Holdings Securities
Oregon
$3.32M +$5.65K +100 +0.2%
PG
453
Patten Group
Tennessee
$3.31M -$1.09M -19,234 -25%
TWP
454
Tempus Wealth Planning
California
$3.31M +$949K +16,800 +40%
DWM
455
Ducere Wealth Management
California
$3.3M -$360K -6,370 -10%
3AM
456
3EDGE Asset Management
Florida
$3.29M +$120K +2,121 +4%
HTC
457
Haverford Trust Company
Pennsylvania
$3.29M +$188K +3,333 +6%
S
458
Sunpointe
Missouri
$3.24M -$188K -3,321 -5%
CPL
459
CAP Partners LLC
Tennessee
$3.24M -$87.9K -1,556 -3%
ICP
460
Interchange Capital Partners
Pennsylvania
$3.22M +$315K +5,582 +11%
CWM
461
Collaborative Wealth Management
Florida
$3.22M +$701K +12,419 +28%
WKWM
462
Walter & Keenan Wealth Management
Indiana
$3.17M +$63.7K +1,128 +2%
LA
463
LexAurum Advisors
Kansas
$3.16M +$25K +443 +0.8%
PCM
464
Parsons Capital Management
Rhode Island
$3.16M -$541K -9,586 -15%
IWB
465
Innovative Wealth Building
Maryland
$3.14M +$2.06M +36,490 +192%
OMC
466
Old Mission Capital
Illinois
$3.12M +$2.15M +38,123 +223%
SAW
467
Signal Advisors Wealth
Michigan
$3.1M +$582K +10,313 +23%
ACA
468
Arsenal Capital Advisors
Pennsylvania
$3.08M +$202K +3,569 +7%
VHAM
469
Van Hulzen Asset Management
California
$3.06M +$513K +9,074 +20%
SIM
470
Stratos Investment Management
Ohio
$3.05M -$12.4M -219,215 -80%
SIM
471
Studio Investment Management
Illinois
$3.05M +$171K +3,034 +6%
SKK
472
Shepherd Kaplan Krochuk
Massachusetts
$3.02M +$422K +7,476 +16%
AIC
473
Archer Investment Corporation
Indiana
$3.02M -$271K -4,806 -8%
CFB
474
Cullen/Frost Bankers
Texas
$3.02M -$159K -2,810 -5%
LCM
475
Lionhunter Capital Management
New York
$3.02M +$3.02M +53,401 New
17 18
19
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