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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
326
Novare Capital Management
North Carolina
$735K +$544K +9,770 +213%
ACM
327
Ategra Capital Management
Virginia
$724K +$131K +2,351 +20%
MA
328
Modus Advisors
Minnesota
$720K -$4.34K -78 -0.6%
TP
329
Tranquility Partners
Tennessee
$707K -$163K -2,928 -17%
WE
330
Wealth Effects
Massachusetts
$691K +$750K +13,485 New
AWS
331
AJ Wealth Strategies
New York
$688K – – –
AMM
332
American Money Management
California
$678K +$12.1K +218 +2%
BWM
333
Baystate Wealth Management
Massachusetts
$673K -$104K -1,872 -12%
AF
334
Advisornet Financial
Minnesota
$672K +$340K +6,101 +87%
ACM
335
AlphaStar Capital Management
North Carolina
$657K +$713K +12,818 New
RWA
336
Rainsberger Wealth Advisors
Colorado
$635K +$690K +12,393 New
SWM
337
SeaCrest Wealth Management
New York
$620K +$244K +4,391 +57%
PCG
338
Prosperity Consulting Group
Maryland
$606K +$658K +11,824 New
RSWM
339
Robertson Stephens Wealth Management
California
$605K +$444K +7,983 +208%
PFP
340
Paragon Financial Partners
California
$595K +$141K +2,535 +28%
PCM
341
Parsons Capital Management
Rhode Island
$587K +$25.5K +459 +4%
VCM
342
Virtue Capital Management
Tennessee
$584K +$30.2K +542 +5%
SWIM
343
Smallwood Wealth Investment Management
New Jersey
$579K +$373K +6,705 +146%
MW
344
Marcum Wealth
Ohio
$567K -$700K -12,579 -53%
SS
345
Simplicity Solutions
Minnesota
$560K +$213K +3,836 +54%
NFG
346
Nations Financial Group
Iowa
$559K +$301K +5,411 +98%
IC
347
Inverness Counsel
New York
$557K – – –
HAIM
348
Hunter Associates Investment Management
Pennsylvania
$553K +$341K +6,136 +132%
AWM
349
Aprio Wealth Management
Georgia
$542K +$177K +3,187 +43%
PA
350
Parallel Advisors
California
$534K +$134K +2,411 +30%
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