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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1026
Chilton Investment Company
Connecticut
$302K – – –
AWM
1027
Able Wealth Management
New Jersey
$301K +$13K +234 +5%
B
1028
Bailard
California
$299K – – –
CMMS
1029
Comprehensive Money Management Services
Florida
$298K +$290K +5,240 New
CSPIA
1030
Cary Street Partners Investment Advisory
Virginia
$297K – – –
SCA
1031
STALEY CAPITAL ADVISERS
Pennsylvania
$297K +$4.49K +81 +2%
MCA
1032
Midwest Capital Advisors
Michigan
$296K – – –
RDWM
1033
Red Door Wealth Management
Tennessee
$294K +$287K +5,175 New
NAS
1034
Nicolet Advisory Services
Wisconsin
$294K +$16.1K +290 +6%
CA
1035
Carson Advisory
Georgia
$294K +$44.4K +802 +18%
GFPC
1036
Global Financial Private Client
Florida
$292K +$284K +5,128 New
MCFP
1037
Mallini Complete Financial Planning
Florida
$291K – – –
DFA
1038
Davies Financial Advisors
California
$290K – – –
OWM
1039
Orgel Wealth Management
Wisconsin
$289K +$281K +5,080 New
PPG
1040
Peak Planning Group
Colorado
$286K +$38.7K +699 +16%
BAM
1041
BOS Asset Management
Illinois
$286K +$2.94K +53 +1%
HCM
1042
Hengehold Capital Management
Ohio
$286K +$11.2K +203 +4%
CMS
1043
Capital Market Strategies
Florida
$286K -$18.1K -326 -6%
SW
1044
Solidarity Wealth
Utah
$285K – – –
CPA
1045
Clear Point Advisors
New York
$285K +$6.09K +110 +2%
JLBC
1046
J.L. Bainbridge & Co
Florida
$284K -$18.1K -326 -6%
CCC
1047
Chelsea Counsel Company
California
$283K – – –
VFA
1048
Valeo Financial Advisors
Indiana
$282K +$50.2K +907 +22%
RAS
1049
RPS Advisory Solutions
Kentucky
$281K -$8.03K -145 -3%
TWA
1050
Talisman Wealth Advisors
New Jersey
$280K +$6.15K +111 +2%
40 41
42
43 44