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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
301
Capital Market Strategies
Florida
$530K +$10.7K +185 +2%
MWM
302
Mission Wealth Management
California
$527K +$550K +9,496 New
SC
303
Scotia Capital
Ontario, Canada
$506K +$289 +5 +0.1%
PPWM
304
Paragon Private Wealth Management
Kentucky
$505K – – –
PCFFS
305
Pacific Center for Financial Services
California
$504K +$252K +4,359 +92%
PFP
306
Paragon Financial Partners
California
$503K +$17.2K +297 +3%
CM
307
Columbus Macro
Pennsylvania
$503K +$314K +5,419 +149%
TW
308
TrinityPoint Wealth
Connecticut
$499K +$209K +3,610 +67%
TC
309
Trust Company
Kansas
$490K +$430K +7,435 +533%
RA
310
RFG Advisory
Alabama
$486K +$495K +8,554 New
SEIA
311
Signature Estate & Investment Advisors
California
$482K +$503K +8,686 New
HI
312
Harbour Investments
Wisconsin
$481K +$502K +8,667 New
GB
313
Goepper Burkhardt
South Carolina
$478K +$499K +8,625 New
MAG
314
Mayfair Advisory Group
Alabama
$462K -$225K -3,894 -33%
SFP
315
Sandbox Financial Partners
Maryland
$459K +$77.5K +1,339 +19%
LTI
316
Laffer Tengler Investments
Tennessee
$457K +$62.6K +1,082 +15%
CB
317
Cadence Bank
Mississippi
$455K +$475K +8,200 New
JCM
318
J2 Capital Management
Michigan
$452K +$472K +8,157 New
SAM
319
Seelaus Asset Management
New Jersey
$445K – – –
PA
320
Parallel Advisors
California
$444K +$375K +6,478 +425%
CA
321
Continuum Advisory
Idaho
$443K +$213K +3,676 +85%
CA
322
Calton & Associates
Florida
$432K +$158K +2,727 +54%
SWM
323
SeaCrest Wealth Management
New York
$427K +$446K +7,706 New
AP
324
Appleton Partners
Massachusetts
$425K +$443K +7,663 New
SWM
325
Silverlake Wealth Management
Vermont
$424K +$20.7K +358 +5%
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13
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