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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
1151
SSA Swiss Advisors
$152K – – –
PWA
1152
Physician Wealth Advisors
Utah
$151K +$141K +2,475 +1,431%
JWA
1153
JFS Wealth Advisors
Pennsylvania
$149K +$6.13K +108 +4%
BHWM
1154
Beaird Harris Wealth Management
Texas
$148K – – –
MCA
1155
Midwest Capital Advisors
Michigan
$146K -$150K -2,645 -51%
MEG
1156
Millstone Evans Group
Colorado
$146K – – –
WSC
1157
Wellington Shields & Co
New York
$143K – – –
AW
1158
Avion Wealth
Texas
$142K +$82.8K +1,458 +141%
ACM
1159
Anfield Capital Management
California
$133K – – –
TPCW
1160
TD Private Client Wealth
New York
$133K -$37.1K -653 -22%
SIC
1161
Salem Investment Counselors
North Carolina
$131K +$56.8K +1,000 +77%
CMA
1162
Cedar Mountain Advisors
Oregon
$129K – – –
SHIM
1163
Stone House Investment Management
Pennsylvania
$126K +$126K +2,211 New
FDCDDQ
1164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K -$5.68K -100 -4%
LC
1165
Luminist Capital
Michigan
$121K -$4.49K -79 -4%
FC
1166
Financial Consulate
Maryland
$119K +$119K +2,088 New
HCM
1167
Hollencrest Capital Management
California
$118K -$170 -3 -0.1%
CT
1168
Coastline Trust
Rhode Island
$113K – – –
APCM
1169
Alaska Permanent Capital Management
Alaska
$112K -$9.88K -174 -8%
CH
1170
Canton Hathaway
Rhode Island
$111K – – –
PB
1171
Pinnacle Bancorp
Nebraska
$108K -$51.1K -900 -32%
CIA
1172
Cape Investment Advisory
Georgia
$107K -$11.4K -200 -10%
SMA
1173
Sage Mountain Advisors
Georgia
$106K – – –
EWP
1174
Elevation Wealth Partners
California
$105K +$2.04K +36 +2%
RFP
1175
Root Financial Partners
California
$102K +$102K +1,795 New
45 46
47
48 49