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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1026
Morris Financial Concepts
South Carolina
$34.4K -$792 -14 -2%
FFA
1027
Founders Financial Alliance
North Carolina
$33.7K +$622 +11 +2%
SP
1028
SWS Partners
Ohio
$31.5K +$31.4K +555 New
BLC
1029
Brown, Lisle/Cummings
Rhode Island
$30.1K – – –
OLVIG
1030
Oliver Lagore Vanvalin Investment Group
Michigan
$30K – – –
AW
1031
Avion Wealth
Texas
$30K +$30.6K +541 New
FHA
1032
First Horizon Advisors
Tennessee
$29.2K -$207K -3,658 -88%
WTC
1033
WhitTier Trust Company
Nevada
$28.6K -$11.9K -211 -29%
HWA
1034
HHM Wealth Advisors
Tennessee
$28.3K +$28.3K +500 New
FMP
1035
Financial Management Professionals
Texas
$25K +$20.4K +360 +414%
MBFW
1036
Morton Brown Family Wealth
Pennsylvania
$23.2K +$23K +407 New
AWM
1037
Angeles Wealth Management
California
$22.7K – – –
WP
1038
WealthShield Partners
North Carolina
$22.5K – – –
JFGIW
1039
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.3K +$22.3K +394 New
RMC
1040
Resources Management Corp
Connecticut
$20K – – –
SFC
1041
Strategic Financial Concepts
Texas
$18.4K -$916K -16,187 -98%
HCA
1042
Heck Capital Advisors
Wisconsin
$17.9K +$16.5K +292 +1,270%
DFA
1043
DHJJ Financial Advisors
Illinois
$16.6K – – –
MSFP
1044
Mark Sheptoff Financial Planning
Connecticut
$15.9K – – –
RPCA
1045
Running Point Capital Advisors
California
$15.6K – – –
CWC
1046
Carolinas Wealth Consulting
North Carolina
$15.4K – – –
TH
1047
TCTC Holdings
Texas
$15.2K – – –
PCMC
1048
Planning Capital Management Corporation
Pennsylvania
$14.7K +$8.99K +159 +157%
LIA
1049
Lynx Investment Advisory
District of Columbia
$14.2K +$14.1K +250 New
MG
1050
Mather Group
Illinois
$13.5K +$12.7K +224 +2,240%
40 41
42
43 44