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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
301
Pinnacle Associates
New York
$313K +$309K +5,100 New
CA
302
Calton & Associates
Florida
$311K +$307K +5,078 New
SXL
303
Summit X LLC
Missouri
$306K +$306K +5,061 New
SCFS
304
S.C. Financial Services
Arizona
$303K +$52.9K +873 +21%
HCM
305
Highlander Capital Management
New Jersey
$298K +$9.08K +150 +3%
PWMAG
306
Pinnacle Wealth Management Advisory Group
New Jersey
$292K +$288K +4,750 New
PCFFS
307
Pacific Center for Financial Services
California
$291K – – –
FSA
308
Financial Sense Advisors
California
$291K +$287K +4,737 New
AAS
309
Ameritas Advisory Services
Nebraska
$290K +$28.9K +477 +11%
HDIM
310
Hanson & Doremus Investment Management
Vermont
$288K +$83K +1,371 +41%
CFA
311
Cahill Financial Advisors
Minnesota
$283K +$279K +4,603 New
PCM
312
Penserra Capital Management
California
$271K +$124K +2,050 +86%
Creative Planning
313
Creative Planning
Kansas
$256K +$253K +4,177 New
E
314
ETFidea
New York
$255K +$34.3K +566 +16%
CA
315
Continuum Advisory
Idaho
$253K +$262K +4,321 New
TW
316
Transform Wealth
Colorado
$248K +$244K +4,038 New
SIM
317
Stratos Investment Management
Ohio
$241K – – –
BJL
318
Brighton Jones LLC
Washington
$240K +$27.2K +449 +13%
TI
319
Trexquant Investment
Connecticut
$240K +$237K +3,911 New
TI
320
Tidal Investments
Wisconsin
$239K +$236K +3,898 New
WMA
321
West Michigan Advisors
Michigan
$236K +$29K +479 +14%
LS
322
Leelyn Smith
Illinois
$231K +$228K +3,769 New
CM
323
Columbus Macro
Pennsylvania
$224K +$221K +3,649 New
HF
324
HRT Financial
New York
$221K +$218K +3,603 New
BCP
325
Blue Chip Partners
Michigan
$217K – – –
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