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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1026
SWS Partners
Ohio
$31.5K +$31.4K +555 New
BLC
1027
Brown, Lisle/Cummings
Rhode Island
$30.1K – – –
OLVIG
1028
Oliver Lagore Vanvalin Investment Group
Michigan
$30K – – –
AW
1029
Avion Wealth
Texas
$30K +$30.6K +541 New
FHA
1030
First Horizon Advisors
Tennessee
$29.2K -$207K -3,658 -88%
WTC
1031
WhitTier Trust Company
Nevada
$28.6K -$11.9K -211 -29%
HWA
1032
HHM Wealth Advisors
Tennessee
$28.3K +$28.3K +500 New
FMP
1033
Financial Management Professionals
Texas
$25K +$20.4K +360 +414%
MBFW
1034
Morton Brown Family Wealth
Pennsylvania
$23.2K +$23K +407 New
AWM
1035
Angeles Wealth Management
California
$22.7K – – –
WP
1036
WealthShield Partners
North Carolina
$22.5K – – –
JFGIW
1037
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.3K +$22.3K +394 New
RMC
1038
Resources Management Corp
Connecticut
$20K – – –
SFC
1039
Strategic Financial Concepts
Texas
$18.4K +$58.4M +1,032,746 +6,255%
HCA
1040
Heck Capital Advisors
Wisconsin
$17.9K +$16.5K +292 +1,270%
DFA
1041
DHJJ Financial Advisors
Illinois
$16.6K – – –
MSFP
1042
Mark Sheptoff Financial Planning
Connecticut
$15.9K – – –
RPCA
1043
Running Point Capital Advisors
California
$15.6K – – –
CWC
1044
Carolinas Wealth Consulting
North Carolina
$15.4K – – –
TH
1045
TCTC Holdings
Texas
$15.2K – – –
PCMC
1046
Planning Capital Management Corporation
Pennsylvania
$14.7K +$8.99K +159 +157%
LIA
1047
Lynx Investment Advisory
District of Columbia
$14.2K +$14.1K +250 New
MG
1048
Mather Group
Illinois
$13.5K +$12.7K +224 +2,240%
GWS
1049
Glassman Wealth Services
Virginia
$12.8K +$283 +5 +2%
SFC
1050
SYM Financial Corp
Indiana
$11.3K -$65.4K -1,156 -85%
40 41
42
43 44