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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1176
Physician Wealth Advisors
Utah
$257K – – –
NS
1177
Northland Securities
Minnesota
$255K -$15.5K -274 -6%
CC
1178
Clearwave Capital
California
$255K -$299K -5,299 -54%
QFW
1179
QTR Family Wealth
Florida
$254K – – –
CIA
1180
Cladis Investment Advisory
Montana
$254K +$254K +4,495 New
AWM
1181
Angeles Wealth Management
California
$253K +$230K +4,075 +1,019%
LFS
1182
Legacy Financial Strategies
Kansas
$252K -$329K -5,826 -57%
JCM
1183
Jacobi Capital Management
Pennsylvania
$252K +$252K +4,461 New
SCM
1184
Seascape Capital Management
New Hampshire
$251K +$251K +4,450 New
KFS
1185
Kaizen Financial Strategies
California
$251K -$14.1K -250 -5%
NGA
1186
Naples Global Advisors
Florida
$250K +$250K +4,425 New
MWP
1187
Meriwether Wealth & Planning
Louisiana
$249K +$5.25K +93 +2%
RF
1188
Rossby Financial
Florida
$249K +$217K +3,835 +660%
SI
1189
Seeds Investor
New York
$249K +$1.3K +23 +0.5%
FA
1190
Fedenia Advisers
Wisconsin
$249K +$11.6K +205 +5%
RWM
1191
Ritholtz Wealth Management
New York
$249K -$178K -3,150 -42%
HCM
1192
Hengehold Capital Management
Ohio
$249K +$6.44K +114 +3%
KFGK
1193
Keystone Financial Group (Kentucky)
Kentucky
$248K +$248K +4,391 New
DWT
1194
Dorsey & Whitney Trust
South Dakota
$247K – – –
SAM
1195
Secure Asset Management
Michigan
$244K +$847 +15 +0.3%
PWM
1196
Pinnacle Wealth Management
California
$244K -$610K -10,809 -71%
CA
1197
Chatterton & Associates
California
$243K – – –
SIC
1198
Salem Investment Counselors
North Carolina
$243K +$164K +2,900 +207%
IAAG
1199
Innovative Asset Advisors Group
Connecticut
$243K -$33.9K -600 -12%
BC
1200
Burnham & Co
Michigan
$243K +$243K +4,300 New
46 47
48
49 50