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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1251
Anfield Capital Management
California
$189K +$53.6K +922 +38%
BL
1252
BFSG LLC
California
$183K -$13.6K -234 -7%
CFD
1253
Creative Financial Designs
Indiana
$173K +$3.49K +60 +2%
ACM
1254
Adalta Capital Management
New York
$170K -$116K -2,000 -40%
HBW
1255
Hazlett, Burt & Watson
West Virginia
$162K +$1.75K +30 +1%
ST
1256
Smithfield Trust
Pennsylvania
$160K – – –
EWP
1257
Elevation Wealth Partners
California
$157K +$52.6K +905 +48%
SSA
1258
SSA Swiss Advisors
$151K – – –
CH
1259
Canton Hathaway
Rhode Island
$147K +$37.8K +650 +33%
BHWM
1260
Beaird Harris Wealth Management
Texas
$147K – – –
MEG
1261
Millstone Evans Group
Colorado
$145K – – –
MCA
1262
Midwest Capital Advisors
Michigan
$144K +$1.05K +18 +0.7%
SHIM
1263
Stone House Investment Management
Pennsylvania
$144K – – –
JWA
1264
JFS Wealth Advisors
Pennsylvania
$143K +$291 +5 +0.2%
HWP
1265
Highline Wealth Partners
California
$142K – – –
WSC
1266
Wellington Shields & Co
New York
$142K -$29.7K -510 -17%
FDCDDQ
1267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K +$26.2K +450 +23%
RMP
1268
Richards, Merrill & Peterson
Washington
$128K +$67.3K +1,157 +105%
SFG
1269
Strive Financial Group
Indiana
$127K +$116 +2 +0.1%
KCM
1270
KM Capital Management
Texas
$125K +$130K +2,243 New
NSG
1271
Nalls Sherbakoff Group
Tennessee
$124K +$63.4K +1,089 +99%
IBOK
1272
Independence Bank of Kentucky
Kentucky
$122K – – –
3IP
1273
3Chopt Investment Partners
Virginia
$121K +$10.3K +177 +9%
HCM
1274
Hollencrest Capital Management
California
$117K – – –
MG
1275
Mather Group
Illinois
$116K +$119K +2,048 New
49 50
51
52 53