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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
326
Ignite Planners
California
$3.9M -$154K -2,853 -4%
PA
327
Parallel Advisors
California
$3.9M -$685K -12,713 -15%
PFG
328
Prosperity Financial Group
California
$3.9M -$120K -2,224 -3%
EWM
329
Executive Wealth Management
Michigan
$3.9M +$697K +12,918 +22%
SW
330
SlateStone Wealth
Florida
$3.88M -$4.11M -76,253 -52%
CW
331
Channel Wealth
California
$3.87M +$437K +8,097 +13%
CWG
332
Cornerstone Wealth Group
North Carolina
$3.85M -$387K -7,186 -9%
KIG
333
Kennedy Investment Group
New Jersey
$3.84M +$313K +5,798 +9%
PGAM
334
Princeton Global Asset Management
New Jersey
$3.83M +$145K +2,682 +4%
LSA
335
L & S Advisors
California
$3.77M +$3.19M +59,091 +620%
VAS
336
Vestmark Advisory Solutions
Massachusetts
$3.77M +$269K +4,984 +8%
CPL
337
CAP Partners LLC
Tennessee
$3.75M +$3.68M +68,271 New
FWM
338
Focused Wealth Management
New York
$3.75M +$36.1K +670 +1%
JPLA
339
Joseph P. Lucia & Associates
New York
$3.75M +$32.5K +603 +0.9%
TA
340
TrueWealth Advisors
Alabama
$3.74M +$8.9K +165 +0.2%
PP
341
Prudential plc
United Kingdom
$3.71M – – –
PWM
342
Perigon Wealth Management
California
$3.7M -$465K -8,632 -11%
CF
343
Centaurus Financial
California
$3.68M -$95.2K -1,766 -3%
MCC
344
Money Concepts Capital
Florida
$3.68M +$512K +9,495 +17%
WIM
345
WealthPlan Investment Management
Nebraska
$3.64M +$96.9K +1,797 +3%
EWA
346
Evolution Wealth Advisors
Florida
$3.64M -$124K -2,303 -3%
WFAG
347
Worth Financial Advisory Group
North Carolina
$3.64M +$367K +6,799 +11%
LAM
348
Lifestyle Asset Management
Texas
$3.59M +$141K +2,606 +4%
PAG
349
Paladin Advisory Group
Iowa
$3.58M +$281K +5,210 +9%
MIC
350
Means Investment Company
Maine
$3.52M -$219K -4,060 -6%
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