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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
326
AJ Wealth Strategies
New York
$688K – – –
AMM
327
American Money Management
California
$678K +$12.1K +218 +2%
BWM
328
Baystate Wealth Management
Massachusetts
$673K -$104K -1,872 -12%
AF
329
Advisornet Financial
Minnesota
$672K +$340K +6,101 +87%
ACM
330
AlphaStar Capital Management
North Carolina
$657K +$713K +12,818 New
RWA
331
Rainsberger Wealth Advisors
Colorado
$635K +$690K +12,393 New
SWM
332
SeaCrest Wealth Management
New York
$620K +$244K +4,391 +57%
PCG
333
Prosperity Consulting Group
Maryland
$606K +$658K +11,824 New
RSWM
334
Robertson Stephens Wealth Management
California
$605K +$444K +7,983 +208%
PFP
335
Paragon Financial Partners
California
$595K +$141K +2,535 +28%
PCM
336
Parsons Capital Management
Rhode Island
$587K +$25.5K +459 +4%
VCM
337
Virtue Capital Management
Tennessee
$584K +$30.2K +542 +5%
SWIM
338
Smallwood Wealth Investment Management
New Jersey
$579K +$373K +6,705 +146%
MW
339
Marcum Wealth
Ohio
$567K -$700K -12,579 -53%
SS
340
Simplicity Solutions
Minnesota
$560K +$213K +3,836 +54%
NFG
341
Nations Financial Group
Iowa
$559K +$301K +5,411 +98%
IC
342
Inverness Counsel
New York
$557K – – –
HAIM
343
Hunter Associates Investment Management
Pennsylvania
$553K +$341K +6,136 +132%
AWM
344
Aprio Wealth Management
Georgia
$542K +$177K +3,187 +43%
PA
345
Parallel Advisors
California
$534K +$134K +2,411 +30%
CPW
346
Crestmont Private Wealth
Texas
$533K +$334K +5,995 +136%
CMS
347
Capital Market Strategies
Florida
$532K +$45.7K +822 +9%
TC
348
Trust Company
Kansas
$532K +$87K +1,564 +18%
LTI
349
Laffer Tengler Investments
Tennessee
$530K +$118K +2,113 +26%
NL
350
NWAM LLC
Washington
$528K +$16.5K +297 +3%
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