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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
926
Patrick M. Sweeney & Associates
Illinois
$215K +$209K +3,716 New
CPA
927
Clear Point Advisors
New York
$214K +$3.66K +65 +2%
QCIG
928
Quad-Cities Investment Group
Iowa
$214K +$1.58K +28 +0.8%
GEA
929
Glen Eagle Advisors
New Jersey
$212K +$168K +2,979 +434%
BFP
930
Beacon Financial Planning
Massachusetts
$211K +$205K +3,644 New
CIA
931
Choate Investment Advisors
Massachusetts
$207K +$201K +3,575 New
NL
932
Navalign LLC
California
$205K -$26.5K -471 -12%
CFG
933
Clayton Financial Group
Missouri
$205K +$200K +3,542 New
BCM
934
BluePath Capital Management
Georgia
$204K +$198K +3,523 New
DI
935
Disciplined Investments
Oklahoma
$203K +$197K +3,500 New
DA
936
DCM Advisors
New York
$202K +$197K +3,495 New
FA
937
Fiduciary Alliance
South Carolina
$202K +$199K +3,529 New
FP
938
Financial Perspectives
Minnesota
$196K +$11.9K +212 +7%
AWA
939
Alaska Wealth Advisors
Alaska
$195K – – –
TCOV
940
Trust Company of Vermont
Vermont
$190K +$185K +3,288 New
DF
941
Dunhill Financial
United Kingdom
$180K -$158K -2,813 -48%
PTC
942
Private Trust Company
Ohio
$180K +$7.38K +131 +4%
HFS
943
HBC Financial Services
Washington
$176K -$10.7K -190 -6%
LTI
944
Laffer Tengler Investments
Tennessee
$170K -$514K -9,115 -76%
BBPWM
945
Blue Bell Private Wealth Management
Pennsylvania
$166K -$37.1K -658 -19%
PB
946
Pinnacle Bancorp
Nebraska
$162K +$158K +2,800 New
CAL
947
Capital Advisors Ltd
Ohio
$162K +$121K +2,148 +326%
ACA
948
American Capital Advisory
Idaho
$158K -$453K -8,037 -74%
SMA
949
Sage Mountain Advisors
Georgia
$158K -$26.9K -478 -15%
CFD
950
Creative Financial Designs
Indiana
$157K +$2.59K +46 +2%
36 37
38
39 40