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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
976
Compass Ion Advisors
Pennsylvania
$382K -$228K -4,023 -38%
PPC
977
Park Place Capital
Alabama
$376K – – –
OPCM
978
Osborne Partners Capital Management
California
$374K – – –
WIM
979
Westside Investment Management
California
$368K – – –
GCM
980
Gallacher Capital Management
Colorado
$368K +$112K +1,971 +44%
AA
981
Armis Advisers
Georgia
$368K -$43.8K -771 -11%
TNBTD
982
Trustmark National Bank Trust Department
Mississippi
$368K -$56.8K -1,000 -13%
NP
983
NorthRock Partners
Minnesota
$366K +$364K +6,402 New
RFA
984
Rollins Financial Advisors
New York
$365K -$19.3K -340 -5%
PCA
985
Private Capital Advisors
Connecticut
$365K – – –
TR
986
Tepp RIA
New Jersey
$364K +$362K +6,372 New
AW
987
Alteri Wealth
California
$363K +$8.63K +152 +2%
AA
988
Argent Advisors
Louisiana
$363K – – –
HSWM
989
Hubbell Strickland Wealth Management
Louisiana
$362K +$6.25K +110 +2%
IAS
990
Integrity Advisory Solutions
Texas
$361K +$359K +6,325 New
M1FG
991
Mach-1 Financial Group
Arkansas
$361K +$359K +6,325 New
HWP
992
Highline Wealth Partners
California
$359K +$271K +4,770 +314%
WLPWM
993
Walled Lake Planning & Wealth Management
Illinois
$358K -$105K -1,844 -23%
S
994
SignatureFD
Georgia
$358K -$111K -1,959 -24%
LWMM
995
Legacy Wealth Management (Mississippi)
Mississippi
$358K +$356K +6,267 New
WMP
996
Wealth Management Partners
Arizona
$357K +$42.6K +750 +14%
CFG
997
Certior Financial Group
Pennsylvania
$357K +$355K +6,244 New
B
998
Bailard
California
$356K +$55.4K +976 +19%
PGFC
999
Peapack-Gladstone Financial Corp
New Jersey
$356K +$136K +2,400 +62%
1WM
1000
1900 Wealth Management
Texas
$352K -$5.51K -97 -2%
38 39
40
41 42