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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
301
Citizens Financial Group
Rhode Island
$318K +$314K +5,181 New
PA
302
Pinnacle Associates
New York
$313K +$309K +5,100 New
CA
303
Calton & Associates
Florida
$311K +$307K +5,078 New
SXL
304
Summit X LLC
Missouri
$306K +$306K +5,061 New
SCFS
305
S.C. Financial Services
Arizona
$303K +$52.9K +873 +21%
HCM
306
Highlander Capital Management
New Jersey
$298K +$9.08K +150 +3%
PWMAG
307
Pinnacle Wealth Management Advisory Group
New Jersey
$292K +$288K +4,750 New
PCFFS
308
Pacific Center for Financial Services
California
$291K – – –
FSA
309
Financial Sense Advisors
California
$291K +$287K +4,737 New
AAS
310
Ameritas Advisory Services
Nebraska
$290K +$28.9K +477 +11%
HDIM
311
Hanson & Doremus Investment Management
Vermont
$288K +$83K +1,371 +41%
CFA
312
Cahill Financial Advisors
Minnesota
$283K +$279K +4,603 New
PCM
313
Penserra Capital Management
California
$271K +$124K +2,050 +86%
Creative Planning
314
Creative Planning
Kansas
$256K +$253K +4,177 New
E
315
ETFidea
New York
$255K +$34.3K +566 +16%
CA
316
Continuum Advisory
Idaho
$253K +$262K +4,321 New
TW
317
Transform Wealth
Colorado
$248K +$244K +4,038 New
SIM
318
Stratos Investment Management
Ohio
$241K – – –
BJL
319
Brighton Jones LLC
Washington
$240K +$27.2K +449 +13%
TI
320
Trexquant Investment
Connecticut
$240K +$237K +3,911 New
TI
321
Tidal Investments
Wisconsin
$239K +$236K +3,898 New
WMA
322
West Michigan Advisors
Michigan
$236K +$29K +479 +14%
LS
323
Leelyn Smith
Illinois
$231K +$228K +3,769 New
CM
324
Columbus Macro
Pennsylvania
$224K +$221K +3,649 New
HF
325
HRT Financial
New York
$221K +$218K +3,603 New
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