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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1251
Atlas Wealth Partners
Pennsylvania
$202K – – –
LIM
1252
Leavell Investment Management
Alabama
$200K +$200K +3,549 New
FPL
1253
Fortress Private Ledger
North Carolina
$200K +$200K +3,543 New
AIS
1254
Advocate Investing Services
Maryland
$198K +$170K +3,010 +602%
ADL
1255
Asset Dedication LLC
California
$197K +$197K +3,481 New
PCA
1256
Providence Capital Advisors
North Carolina
$193K +$193K +3,422 New
LC
1257
Luminist Capital
Michigan
$187K +$89K +1,576 +91%
NSIM
1258
North Star Investment Management
Illinois
$184K +$141K +2,500 +333%
BCWM
1259
Bartlett & Co Wealth Management
Ohio
$169K +$169K +3,000 New
CFD
1260
Creative Financial Designs
Indiana
$167K -$4.86K -86 -3%
EWP
1261
Elevation Wealth Partners
California
$160K +$3.56K +63 +2%
ST
1262
Smithfield Trust
Pennsylvania
$159K – – –
PWPS
1263
Pinnacle Wealth Planning Services
Ohio
$159K +$62.5K +1,106 +65%
CAN
1264
Capital Advisor Network
Indiana
$157K -$201K -3,557 -56%
SSA
1265
SSA Swiss Advisors
$150K – – –
CH
1266
Canton Hathaway
Rhode Island
$147K – – –
BHWM
1267
Beaird Harris Wealth Management
Texas
$147K – – –
WSC
1268
Wellington Shields & Co
New York
$141K – – –
CC
1269
Corsicana & Co
Texas
$140K +$140K +2,470 New
ABWM
1270
Alpine Bank Wealth Management
Colorado
$137K +$137K +2,422 New
GSEP
1271
Golden State Equity Partners
California
$136K -$2.47M -43,781 -95%
FFA
1272
Founders Financial Alliance
North Carolina
$131K +$72.2K +1,279 +124%
RMP
1273
Richards, Merrill & Peterson
Washington
$127K – – –
BWS
1274
Buck Wealth Strategies
Colorado
$127K +$127K +2,255 New
RFA
1275
Reyes Financial Architecture
California
$125K -$1.42M -25,152 -92%
49 50
51
52 53