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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1226
BFSG LLC
California
$198K +$1.26K +22 +0.6%
PWPS
1227
Pinnacle Wealth Planning Services
Ohio
$187K -$44.1K -773 -19%
PTC
1228
Private Trust Company
Ohio
$174K – – –
WSC
1229
Wellington Shields & Co
New York
$172K +$29.1K +510 +20%
CFD
1230
Creative Financial Designs
Indiana
$171K +$3.43K +60 +2%
MWA
1231
Medallion Wealth Advisors
Connecticut
$166K -$7.59K -133 -4%
ST
1232
Smithfield Trust
Pennsylvania
$162K – – –
HHCP
1233
Hilton Head Capital Partners
South Carolina
$161K +$161K +2,815 New
HBW
1234
Hazlett, Burt & Watson
West Virginia
$161K -$6.39K -112 -4%
SSA
1235
SSA Swiss Advisors
$152K – – –
BHWM
1236
Beaird Harris Wealth Management
Texas
$148K – – –
MEG
1237
Millstone Evans Group
Colorado
$146K – – –
SHIM
1238
Stone House Investment Management
Pennsylvania
$145K +$18.3K +321 +15%
JWA
1239
JFS Wealth Advisors
Pennsylvania
$144K -$5.42K -95 -4%
MCA
1240
Midwest Capital Advisors
Michigan
$144K -$2.46K -43 -2%
HWP
1241
Highline Wealth Partners
California
$143K -$216K -3,785 -60%
ACM
1242
Anfield Capital Management
California
$138K +$4.45K +78 +3%
CJ
1243
Caitlin John
Michigan
$133K -$117K -2,047 -47%
NL
1244
Navalign LLC
California
$131K +$131K +2,296 New
EW
1245
Elyxium Wealth
California
$130K +$130K +2,276 New
CMA
1246
Cedar Mountain Advisors
Oregon
$129K – – –
SFG
1247
Strive Financial Group
Indiana
$128K +$128K +2,236 New
IBOK
1248
Independence Bank of Kentucky
Kentucky
$123K -$604K -10,570 -83%
RWM
1249
RMG Wealth Management
Wisconsin
$118K +$116K +2,026 New
HCM
1250
Hollencrest Capital Management
California
$118K – – –
48 49
50
51 52