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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1101
Financial Perspectives
Minnesota
$215K +$2.56K +44 +1%
WAM
1102
Weatherly Asset Management
California
$213K – – –
CT
1103
Colonial Trust
South Carolina
$213K -$274K -4,710 -56%
NF
1104
Nvest Financial
New Hampshire
$212K +$3.85K +66 +2%
SH
1105
SLT Holdings
Arizona
$212K – – –
SAM
1106
Seelaus Asset Management
New Jersey
$211K – – –
C
1107
Certuity
Florida
$211K +$1.22K +21 +0.6%
FCA
1108
FLC Capital Advisors
California
$210K – – –
GWS
1109
Greykasell Wealth Strategies
California
$209K +$213K +3,654 New
JHCP
1110
Jackson Hole Capital Partners
Oklahoma
$208K – – –
HCA
1111
Heck Capital Advisors
Wisconsin
$208K +$30K +515 +17%
FAG
1112
Fortitude Advisory Group
Washington
$206K – – –
EWM
1113
Empirical Wealth Management
Washington
$206K -$42.8K -734 -17%
NP
1114
NorthRock Partners
Minnesota
$205K +$130K +2,226 +163%
BWM
1115
Brown Wealth Management
Illinois
$201K -$1.63K -28 -0.8%
3IP
1116
3Chopt Investment Partners
Virginia
$200K +$204K +3,507 New
FGAM
1117
Financial Gravity Asset Management
Texas
$199K +$203K +3,487 New
BL
1118
BFSG LLC
California
$197K +$874 +15 +0.4%
PTC
1119
Private Trust Company
Ohio
$196K -$40.5K -695 -17%
RBC
1120
Roble Belko & Company
Pennsylvania
$173K +$132K +2,264 +297%
CFD
1121
Creative Financial Designs
Indiana
$170K -$3.09K -53 -2%
FDCDDQ
1122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168K +$160K +2,750 +1,375%
SC
1123
SouthState Corp
Florida
$167K +$170K +2,925 New
BBPWM
1124
Blue Bell Private Wealth Management
Pennsylvania
$164K – – –
ST
1125
Smithfield Trust
Pennsylvania
$161K – – –
43 44
45
46 47