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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1151
HM Payson & Co
Maine
$91.4K – – –
LIS
1152
Legacy Investment Solutions
Idaho
$90.4K -$3.27K -55 -3%
LWMI
1153
Legacy Wealth Management (Idaho)
Idaho
$90.4K -$3.27K -55 -3%
WI
1154
Wintrust Investments
Illinois
$89K -$33.9K -571 -27%
MPWT
1155
MassMutual Private Wealth & Trust
Connecticut
$88.1K -$626K -10,536 -87%
QCG
1156
Quadrant Capital Group
Ohio
$86.3K -$45.2K -762 -34%
LAMC
1157
Longview Asset Management (California)
California
$80.9K +$83.5K +1,406 New
NP
1158
NorthRock Partners
Minnesota
$78.9K +$14K +236 +21%
HWP
1159
Highline Wealth Partners
California
$77K – – –
GGI
1160
Godsey & Gibb Inc
Virginia
$76.4K +$78.9K +1,329 New
AWM
1161
Atticus Wealth Management
Florida
$74.9K +$1.48K +25 +2%
HCM
1162
Hollencrest Capital Management
California
$69.9K +$49.8K +838 +222%
BWL
1163
Bogart Wealth LLC
Virginia
$66.8K +$8.31K +140 +14%
EC
1164
Elequin Capital
New York
$66.2K +$68.3K +1,150 New
SIC
1165
Salem Investment Counselors
North Carolina
$64.7K +$1.48K +25 +2%
SN
1166
Sittner & Nelson
Oregon
$64.2K +$66.3K +1,116 New
AWM
1167
Abound Wealth Management
Tennessee
$62.9K +$60.4K +1,017 +1,321%
HFS
1168
Hantz Financial Services
Michigan
$59K – – –
AW
1169
Avion Wealth
Texas
$59K +$29.1K +490 +91%
AEPWM
1170
Atlantic Edge Private Wealth Management
Florida
$57.5K – – –
NSIM
1171
North Star Investment Management
Illinois
$57.5K +$59.4K +1,000 New
PP
1172
Pacifica Partners
Canada
$57.5K -$12.7K -214 -18%
VWWMG
1173
Vermillion & White Wealth Management Group
Pennsylvania
$56K -$67.7K -1,140 -54%
CWM
1174
Centricity Wealth Management
Ohio
$56K +$57.8K +974 New
PFA
1175
Pathway Financial Advisers
Indiana
$55.7K +$8.37K +141 +17%
45 46
47
48 49