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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
901
Squire Investment Management Company
Utah
$297K – – –
CCC
902
Chelsea Counsel Company
California
$296K – – –
STA
903
Smith Thornton Advisors
Alabama
$295K +$11.5K +200 +4%
HIS
904
Harvest Investment Services
Illinois
$291K +$281K +4,890 New
NF
905
Nvest Financial
New Hampshire
$289K +$70.4K +1,223 +34%
HZ
906
Hixon Zuercher
Ohio
$289K -$27.6K -480 -9%
BAM
907
BOS Asset Management
Illinois
$286K -$13K -226 -4%
HCM
908
Hilton Capital Management
New York
$286K +$276K +4,805 New
WFPG
909
Waller Financial Planning Group
Ohio
$284K -$8.8K -153 -3%
CAM
910
Concorde Asset Management
Michigan
$284K +$274K +4,765 New
OAS
911
Optivise Advisory Services
Tennessee
$281K +$271K +4,715 New
RWP
912
Reliant Wealth Planning
Kentucky
$280K -$5.41K -94 -2%
RAS
913
RPS Advisory Solutions
Kentucky
$280K -$11.6K -201 -4%
EAM
914
Empirical Asset Management
Massachusetts
$278K +$10.3K +179 +4%
I2I
915
Insight 2811 Inc
Illinois
$277K +$15.5K +270 +6%
MWM
916
MGB Wealth Management
Texas
$276K -$5.18K -90 -2%
HI
917
Hudock Inc
Pennsylvania
$274K +$11.4K +199 +5%
SWA
918
Strategies Wealth Advisors
Michigan
$274K +$4.66K +81 +2%
SW
919
Solidarity Wealth
Utah
$274K +$55.9K +972 +27%
BL
920
BFSG LLC
California
$273K – – –
RWM
921
RBA Wealth Management
California
$272K +$1.84K +32 +0.7%
CPA
922
Clear Point Advisors
New York
$271K +$46.7K +812 +22%
FFA
923
Florida Financial Advisors
Florida
$271K +$23.1K +402 +10%
CIC
924
Chilton Investment Company
Connecticut
$269K +$260K +4,523 New
CWA
925
Clarus Wealth Advisors
Arizona
$267K -$4.08K -71 -2%
35 36
37
38 39