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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1101
Patron Partners
Texas
$207K +$5.94K +100 +3%
CIA
1102
Choate Investment Advisors
Massachusetts
$206K – – –
CAMV
1103
Concord Asset Management (Virginia)
Virginia
$206K +$1.9K +32 +0.9%
BWM
1104
Brown Wealth Management
Illinois
$204K +$211K +3,550 New
FF
1105
Fluent Financial
Texas
$203K -$2.38K -40 -1%
RWP
1106
Ridgecrest Wealth Partners
California
$201K +$208K +3,500 New
OSAM
1107
O'Shaughnessy Asset Management
Connecticut
$198K +$27.9K +470 +16%
BL
1108
BFSG LLC
California
$198K -$68.3K -1,151 -25%
DF
1109
Dunhill Financial
United Kingdom
$191K +$21.9K +369 +13%
EBA
1110
Eagle Bay Advisors
New York
$187K +$8.37K +141 +5%
TIA
1111
Tiemann Investment Advisors
California
$186K -$29.7K -500 -13%
CFD
1112
Creative Financial Designs
Indiana
$174K -$17.5K -295 -9%
EAM
1113
Empirical Asset Management
Massachusetts
$166K +$588K +9,896 +212%
BBPWM
1114
Blue Bell Private Wealth Management
Pennsylvania
$165K – – –
GEA
1115
Glen Eagle Advisors
New Jersey
$165K +$130K +2,185 +323%
ST
1116
Smithfield Trust
Pennsylvania
$162K +$168K +2,822 New
PB
1117
Pinnacle Bancorp
Nebraska
$161K – – –
SMA
1118
Sage Mountain Advisors
Georgia
$157K – – –
APCM
1119
Alaska Permanent Capital Management
Alaska
$155K – – –
CJ
1120
Caitlin John
Michigan
$152K +$1.01K +17 +0.6%
BHWM
1121
Beaird Harris Wealth Management
Texas
$149K – – –
WSC
1122
Wellington Shields & Co
New York
$144K – – –
GTAM
1123
Global Trust Asset Management
Florida
$141K +$46.3K +780 +47%
PFT
1124
Providence First Trust
Arizona
$138K +$143K +2,400 New
RDIA
1125
RE Dickinson Investment Advisors
Iowa
$138K +$1.07K +18 +0.8%
43 44
45
46 47