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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MQWP
1126
Morey & Quinn Wealth Partners
Nebraska
$209K +$204K +3,685 New
WFS
1127
Walker Financial Services
Kentucky
$209K +$204K +3,676 New
TCWM
1128
Total Clarity Wealth Management
Illinois
$208K -$815K -14,720 -80%
RWP
1129
Ridgecrest Wealth Partners
California
$208K +$202K +3,650 New
HCA
1130
Heck Capital Advisors
Wisconsin
$207K +$886 +16 +0.4%
KCFA
1131
Key Client Fiduciary Advisors
New Jersey
$206K +$201K +3,628 New
FF
1132
Friday Financial
Iowa
$206K +$201K +3,620 New
WWG
1133
West Wealth Group
California
$204K -$165K -2,971 -45%
3IP
1134
3Chopt Investment Partners
Virginia
$204K +$4.27K +77 +2%
NW
1135
Naviter Wealth
Arkansas
$204K -$353K -6,364 -64%
OAS
1136
Optivise Advisory Services
Tennessee
$202K -$187K -3,373 -49%
CHAM
1137
Clear Harbor Asset Management
Connecticut
$202K +$197K +3,555 New
BL
1138
BFSG LLC
California
$201K +$4.99K +90 +3%
FCP
1139
Fidelis Capital Partners
Florida
$201K +$199K +3,584 New
FGC
1140
Financial Gravity Companies
Texas
$199K +$194K +3,502 New
RBC
1141
Roble Belko & Company
Pennsylvania
$199K +$26.1K +472 +16%
PTC
1142
Private Trust Company
Ohio
$195K – – –
FP
1143
Financial Perspectives
Minnesota
$190K -$23.5K -424 -11%
BBPWM
1144
Blue Bell Private Wealth Management
Pennsylvania
$188K +$23.4K +423 +15%
HBW
1145
Hazlett, Burt & Watson
West Virginia
$186K -$145K -2,613 -44%
CFD
1146
Creative Financial Designs
Indiana
$173K +$4.21K +76 +3%
TPCW
1147
TD Private Client Wealth
New York
$169K +$71.2K +1,286 +76%
ST
1148
Smithfield Trust
Pennsylvania
$160K – – –
PB
1149
Pinnacle Bancorp
Nebraska
$159K – – –
MWA
1150
Medallion Wealth Advisors
Connecticut
$152K -$1.11K -20 -0.7%
44 45
46
47 48