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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1001
BBJS Financial Advisors
Washington
$144K – – –
RDIA
1002
RE Dickinson Investment Advisors
Iowa
$140K +$132K +2,286 +3,175%
ACM
1003
Anfield Capital Management
California
$139K – – –
QCG
1004
Quadrant Capital Group
Ohio
$135K +$43.8K +762 +51%
TCOV
1005
Trust Company of Vermont
Vermont
$131K – – –
WI
1006
Wintrust Investments
Illinois
$127K -$981K -17,047 -89%
VWWMG
1007
Vermillion & White Wealth Management Group
Pennsylvania
$126K – – –
FNWA
1008
Financial Network Wealth Advisors
Utah
$123K -$1.55K -27 -1%
GA
1009
GoalVest Advisory
New York
$119K +$115K +2,000 New
AA
1010
AlphaMark Advisors
Kentucky
$117K -$279K -4,850 -71%
OC
1011
Oarsman Capital
Wisconsin
$113K +$109K +1,893 New
WWP
1012
WR Wealth Planners
Missouri
$112K – – –
AWA
1013
Alaska Wealth Advisors
Alaska
$111K -$85.7K -1,490 -45%
FHA
1014
First Horizon Advisors
Tennessee
$110K +$76.3K +1,326 +257%
WT
1015
Whittier Trust
California
$108K +$104K +1,810 New
CT
1016
Coastline Trust
Rhode Island
$103K +$100K +1,738 New
TPCW
1017
TD Private Client Wealth
New York
$102K -$40.5K -704 -29%
FMII
1018
Farmers & Merchants Investments Inc
Nebraska
$101K – – –
EWP
1019
Elevation Wealth Partners
California
$100K +$1.73K +30 +2%
HFS
1020
HBC Financial Services
Washington
$100K -$10.8K -188 -10%
GTAM
1021
Global Trust Asset Management
Florida
$99.2K +$28.8K +500 +43%
LIS
1022
Legacy Investment Solutions
Idaho
$95.6K +$91.6K +1,593 New
LWMI
1023
Legacy Wealth Management (Idaho)
Idaho
$95.6K +$91.6K +1,593 New
OIA
1024
Optimum Investment Advisors
Illinois
$94.9K +$17.3K +300 +23%
HPC
1025
HM Payson & Co
Maine
$94.6K -$42.3K -736 -32%
39 40
41
42 43