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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1251
BFSG LLC
California
$207K +$24.1K +426 +13%
RAS
1252
RPS Advisory Solutions
Kentucky
$206K -$26.9K -476 -12%
RFS
1253
Retirement Financial Solutions
Tennessee
$205K -$7.96K -141 -4%
PCH
1254
PGIM Custom Harvest
New Jersey
$205K +$205K +3,621 New
WSFS
1255
Wilmington Savings Fund Society
Delaware
$204K – – –
LWM
1256
Langley Wealth Management
Mississippi
$204K +$204K +3,612 New
WIM
1257
Westside Investment Management
California
$203K -$202K -3,570 -50%
NFG
1258
Norris Financial Group
South Carolina
$203K -$9.94K -176 -5%
SFG
1259
Strive Financial Group
Indiana
$203K +$76.8K +1,359 +61%
AWP
1260
Atlas Wealth Partners
Pennsylvania
$202K – – –
LIM
1261
Leavell Investment Management
Alabama
$200K +$200K +3,549 New
FPL
1262
Fortress Private Ledger
North Carolina
$200K +$200K +3,543 New
AIS
1263
Advocate Investing Services
Maryland
$198K +$170K +3,010 +602%
ADL
1264
Asset Dedication LLC
California
$197K +$197K +3,481 New
PCA
1265
Providence Capital Advisors
North Carolina
$193K +$193K +3,422 New
LC
1266
Luminist Capital
Michigan
$187K +$89K +1,576 +91%
NSIM
1267
North Star Investment Management
Illinois
$184K +$141K +2,500 +333%
BCWM
1268
Bartlett & Co Wealth Management
Ohio
$169K +$169K +3,000 New
CFD
1269
Creative Financial Designs
Indiana
$167K -$4.86K -86 -3%
EWP
1270
Elevation Wealth Partners
California
$160K +$3.56K +63 +2%
ST
1271
Smithfield Trust
Pennsylvania
$159K – – –
PWPS
1272
Pinnacle Wealth Planning Services
Ohio
$159K +$62.5K +1,106 +65%
CAN
1273
Capital Advisor Network
Indiana
$157K -$201K -3,557 -56%
SSA
1274
SSA Swiss Advisors
$150K – – –
CH
1275
Canton Hathaway
Rhode Island
$147K – – –
49 50
51
52 53