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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
976
PVG Asset Management
Colorado
$390K +$38.7K +699 +11%
RFA
977
Rollins Financial Advisors
New York
$383K -$45.8K -826 -11%
ACM
978
Aurdan Capital Management
Pennsylvania
$381K -$892K -16,098 -71%
WFPG
979
Waller Financial Planning Group
Ohio
$378K -$720 -13 -0.2%
PPC
980
Park Place Capital
Alabama
$374K – – –
SP
981
Stablepoint Partners
Massachusetts
$373K -$4.6K -83 -1%
SAF
982
Smith Anglin Financial
Texas
$373K -$7.04K -127 -2%
OPCM
983
Osborne Partners Capital Management
California
$373K – – –
WIM
984
Westside Investment Management
California
$367K +$242K +4,370 +208%
BSSFA
985
Baron Silver Stevens Financial Advisors
Florida
$367K -$1.67M -30,226 -82%
NYLIM
986
New York Life Investment Management
New York
$366K -$6.5M -117,343 -95%
PCA
987
Private Capital Advisors
Connecticut
$363K +$354K +6,385 New
AA
988
Argent Advisors
Louisiana
$361K -$203K -3,673 -37%
PWM
989
Palacios Wealth Management
Florida
$361K -$445K -8,039 -56%
1WM
990
1900 Wealth Management
Texas
$356K -$4.21K -76 -1%
RIA
991
Realta Investment Advisors
Delaware
$355K +$12K +217 +4%
HSWM
992
Hubbell Strickland Wealth Management
Louisiana
$354K +$5.82K +105 +2%
MWP
993
Meriwether Wealth & Planning
Louisiana
$353K +$20.6K +371 +6%
AW
994
Alteri Wealth
California
$353K +$886 +16 +0.3%
MHWM
995
Montz Harcus Wealth Management
Louisiana
$351K +$54.5K +983 +19%
TYCC
996
Texas Yale Capital Corp
Florida
$350K +$22.2K +400 +7%
LAM
997
L2 Asset Management
Massachusetts
$349K +$340K +6,137 New
BBA
998
BLB&B Advisors
Pennsylvania
$347K -$38.8K -700 -10%
DIA
999
Dana Investment Advisors
Wisconsin
$338K +$8.31K +150 +3%
WFG
1000
Wills Financial Group
Virginia
$336K -$28.9K -521 -8%
38 39
40
41 42