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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1001
Anfield Capital Management
California
$139K – – –
QCG
1002
Quadrant Capital Group
Ohio
$135K +$43.8K +762 +51%
TCOV
1003
Trust Company of Vermont
Vermont
$131K – – –
WI
1004
Wintrust Investments
Illinois
$127K -$981K -17,047 -89%
VWWMG
1005
Vermillion & White Wealth Management Group
Pennsylvania
$126K – – –
FNWA
1006
Financial Network Wealth Advisors
Utah
$123K -$1.55K -27 -1%
GA
1007
GoalVest Advisory
New York
$119K +$115K +2,000 New
AA
1008
AlphaMark Advisors
Kentucky
$117K -$279K -4,850 -71%
OC
1009
Oarsman Capital
Wisconsin
$113K +$109K +1,893 New
WWP
1010
WR Wealth Planners
Missouri
$112K – – –
AWA
1011
Alaska Wealth Advisors
Alaska
$111K -$85.7K -1,490 -45%
FHA
1012
First Horizon Advisors
Tennessee
$110K +$76.3K +1,326 +257%
WT
1013
Whittier Trust
California
$108K +$104K +1,810 New
CT
1014
Coastline Trust
Rhode Island
$103K +$100K +1,738 New
TPCW
1015
TD Private Client Wealth
New York
$102K -$40.5K -704 -29%
FMII
1016
Farmers & Merchants Investments Inc
Nebraska
$101K – – –
EWP
1017
Elevation Wealth Partners
California
$100K +$1.73K +30 +2%
HFS
1018
HBC Financial Services
Washington
$100K -$10.8K -188 -10%
GTAM
1019
Global Trust Asset Management
Florida
$99.2K +$28.8K +500 +43%
LIS
1020
Legacy Investment Solutions
Idaho
$95.6K +$91.6K +1,593 New
LWMI
1021
Legacy Wealth Management (Idaho)
Idaho
$95.6K +$91.6K +1,593 New
OIA
1022
Optimum Investment Advisors
Illinois
$94.9K +$17.3K +300 +23%
HPC
1023
HM Payson & Co
Maine
$94.6K -$42.3K -736 -32%
WIM
1024
Westside Investment Management
California
$90.9K +$46K +800 +100%
BCMLT
1025
Beacon Capital Management LLC (Tennessee)
Tennessee
$85.4K -$5.92K -103 -7%
39 40
41
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