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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
901
Veracity Capital
Georgia
$243K +$4.17K +74 +2%
FHA
902
First Horizon Advisors
Tennessee
$241K +$113K +2,005 +92%
WFPG
903
Waller Financial Planning Group
Ohio
$240K +$234K +4,148 New
BBI
904
Baxter Bros Inc
Connecticut
$240K +$233K +4,142 New
RG
905
Retirement Group
California
$239K +$52.4K +930 +29%
CA
906
Carson Advisory
Georgia
$239K -$24.9K -442 -10%
ML
907
McAdam LLC
Pennsylvania
$239K -$21.6K -383 -9%
FFG
908
Fortem Financial Group
California
$236K – – –
JLBC
909
J.L. Bainbridge & Co
Florida
$236K +$230K +4,076 New
CFS
910
CRA Financial Services
New Jersey
$235K -$17.5K -310 -7%
GS
911
GTS Securities
Florida
$231K +$225K +4,000 New
MSRI
912
Michael S. Ryan Inc
New York
$231K +$225K +4,000 New
AT
913
Arden Trust
Delaware
$230K -$1.47K -26 -0.7%
BTWM
914
Baker Tilly Wealth Management
Wisconsin
$229K +$223K +3,950 New
S
915
Sachetta
Massachusetts
$221K – – –
AA
916
Advisory Alpha
Michigan
$220K -$30.5K -541 -12%
SAM
917
Seelaus Asset Management
New Jersey
$220K -$132K -2,350 -38%
CWM
918
Congress Wealth Management
Massachusetts
$220K -$5.01K -89 -2%
MIM
919
Macroview Investment Management
Maryland
$219K – – –
OCM
920
Objective Capital Management
Ohio
$219K +$213K +3,778 New
RFA
921
Rollins Financial Advisors
New York
$218K +$213K +3,775 New
AA
922
Acorns Advisers
California
$218K +$213K +3,773 New
WFG
923
Wills Financial Group
Virginia
$217K – – –
XF
924
XML Financial
Maryland
$216K +$210K +3,733 New
TIA
925
Tiemann Investment Advisors
California
$216K +$11.3K +200 +6%
35 36
37
38 39