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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
801
Milestone Asset Management
Pennsylvania
$202K +$210K +3,815 New
KWS
802
Keystone Wealth Services
California
$201K +$207K +3,753 New
JWA
803
JFS Wealth Advisors
Pennsylvania
$201K +$3.47K +63 +2%
CIA
804
Choate Investment Advisors
Massachusetts
$191K – – –
BCM
805
BluePath Capital Management
Georgia
$187K +$192K +3,487 New
AWA
806
Alaska Wealth Advisors
Alaska
$181K – – –
AIC
807
Archer Investment Corporation
Indiana
$176K +$35.8K +649 +25%
SMA
808
Sage Mountain Advisors
Georgia
$172K +$108K +1,966 +159%
FP
809
Financial Perspectives
Minnesota
$166K +$54.7K +992 +47%
PTC
810
Private Trust Company
Ohio
$159K – – –
RG
811
Retirement Group
California
$153K +$34.2K +621 +28%
CFD
812
Creative Financial Designs
Indiana
$138K +$16.9K +306 +14%
IPW
813
Impact Partnership Wealth
Georgia
$133K +$119K +2,168 +678%
CWAF
814
Core Wealth Advisors (Florida)
Florida
$132K -$23.5K -427 -15%
EBA
815
Eagle Bay Advisors
New York
$131K -$43.3K -786 -24%
ACM
816
Antonetti Capital Management
Florida
$129K – – –
FWA
817
FSC Wealth Advisors
New York
$124K +$8.65K +157 +7%
AAP
818
Arax Advisory Partners
Colorado
$122K – – –
BFA
819
BBJS Financial Advisors
Washington
$114K +$16.5K +300 +16%
LFG
820
Larson Financial Group
Missouri
$113K +$5.79K +105 +5%
EWA
821
EP Wealth Advisors
California
$111K +$114K +2,077 New
GTAM
822
Global Trust Asset Management
Florida
$98.4K +$71.4K +1,295 +238%
FHA
823
First Horizon Advisors
Tennessee
$96.8K +$99.6K +1,808 New
OLVIG
824
Oliver Lagore Vanvalin Investment Group
Michigan
$92.5K +$29.6K +537 +45%
FMII
825
Farmers & Merchants Investments Inc
Nebraska
$91.1K – – –
31 32
33
34 35