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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
301
Mission Wealth Management
California
$527K +$550K +9,496 New
SC
302
Scotia Capital
Ontario, Canada
$506K +$289 +5 +0.1%
PPWM
303
Paragon Private Wealth Management
Kentucky
$505K – – –
PCFFS
304
Pacific Center for Financial Services
California
$504K +$252K +4,359 +92%
PFP
305
Paragon Financial Partners
California
$503K +$17.2K +297 +3%
CM
306
Columbus Macro
Pennsylvania
$503K +$314K +5,419 +149%
TW
307
TrinityPoint Wealth
Connecticut
$499K +$209K +3,610 +67%
TC
308
Trust Company
Kansas
$490K +$430K +7,435 +533%
RA
309
RFG Advisory
Alabama
$486K +$495K +8,554 New
SEIA
310
Signature Estate & Investment Advisors
California
$482K +$503K +8,686 New
HI
311
Harbour Investments
Wisconsin
$481K +$502K +8,667 New
GB
312
Goepper Burkhardt
South Carolina
$478K +$499K +8,625 New
MAG
313
Mayfair Advisory Group
Alabama
$462K -$225K -3,894 -33%
SFP
314
Sandbox Financial Partners
Maryland
$459K +$77.5K +1,339 +19%
LTI
315
Laffer Tengler Investments
Tennessee
$457K +$62.6K +1,082 +15%
CB
316
Cadence Bank
Mississippi
$455K +$475K +8,200 New
JCM
317
J2 Capital Management
Michigan
$452K +$472K +8,157 New
SAM
318
Seelaus Asset Management
New Jersey
$445K – – –
PA
319
Parallel Advisors
California
$444K +$375K +6,478 +425%
CA
320
Continuum Advisory
Idaho
$443K +$213K +3,676 +85%
CA
321
Calton & Associates
Florida
$432K +$158K +2,727 +54%
SWM
322
SeaCrest Wealth Management
New York
$427K +$446K +7,706 New
AP
323
Appleton Partners
Massachusetts
$425K +$443K +7,663 New
SWM
324
Silverlake Wealth Management
Vermont
$424K +$20.7K +358 +5%
SWM
325
Stockman Wealth Management
Montana
$424K +$51.2K +885 +13%
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13
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