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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
901
First Horizon Advisors
Tennessee
$241K +$113K +2,005 +92%
WFPG
902
Waller Financial Planning Group
Ohio
$240K +$234K +4,148 New
BBI
903
Baxter Bros Inc
Connecticut
$240K +$233K +4,142 New
RG
904
Retirement Group
California
$239K +$52.4K +930 +29%
CA
905
Carson Advisory
Georgia
$239K -$24.9K -442 -10%
ML
906
McAdam LLC
Pennsylvania
$239K -$21.6K -383 -9%
FFG
907
Fortem Financial Group
California
$236K – – –
JLBC
908
J.L. Bainbridge & Co
Florida
$236K +$230K +4,076 New
CFS
909
CRA Financial Services
New Jersey
$235K -$17.5K -310 -7%
GS
910
GTS Securities
Florida
$231K +$225K +4,000 New
MSRI
911
Michael S. Ryan Inc
New York
$231K +$225K +4,000 New
AT
912
Arden Trust
Delaware
$230K -$1.47K -26 -0.7%
BTWM
913
Baker Tilly Wealth Management
Wisconsin
$229K +$223K +3,950 New
S
914
Sachetta
Massachusetts
$221K – – –
AA
915
Advisory Alpha
Michigan
$220K -$30.5K -541 -12%
SAM
916
Seelaus Asset Management
New Jersey
$220K -$132K -2,350 -38%
CWM
917
Congress Wealth Management
Massachusetts
$220K -$5.01K -89 -2%
MIM
918
Macroview Investment Management
Maryland
$219K – – –
OCM
919
Objective Capital Management
Ohio
$219K +$213K +3,778 New
RFA
920
Rollins Financial Advisors
New York
$218K +$213K +3,775 New
AA
921
Acorns Advisers
California
$218K +$213K +3,773 New
WFG
922
Wills Financial Group
Virginia
$217K – – –
XF
923
XML Financial
Maryland
$216K +$210K +3,733 New
TIA
924
Tiemann Investment Advisors
California
$216K +$11.3K +200 +6%
PMSA
925
Patrick M. Sweeney & Associates
Illinois
$215K +$209K +3,716 New
35 36
37
38 39