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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
501
LifePro Asset Management
California
$661K – – –
CMS
502
Capital Market Strategies
Florida
$635K +$28.9K +532 +5%
APA
503
Astoria Portfolio Advisors
New York
$630K +$98.1K +1,808 +18%
PFP
504
Paragon Financial Partners
California
$627K +$1.79K +33 +0.3%
HCM
505
Highlander Capital Management
New Jersey
$625K +$209K +3,850 +51%
BWM
506
BlackDiamond Wealth Management
New York
$608K -$1.4M -25,823 -70%
T
507
TRUADVICE
Florida
$607K +$261K +4,815 +78%
BWM
508
Baystate Wealth Management
Massachusetts
$606K +$52.9K +975 +10%
TCWM
509
Total Clarity Wealth Management
Illinois
$605K +$342K +6,308 +132%
BCM
510
Basso Capital Management
Connecticut
$598K +$57K +1,050 +11%
SFG
511
Sovereign Financial Group
Connecticut
$596K +$135K +2,482 +29%
TC
512
TownSquare Capital
Utah
$595K +$74.5K +1,373 +14%
IA
513
IAM Advisory
Pennsylvania
$595K -$47.8K -881 -7%
JIC
514
Joel Isaacson & Co
New York
$593K +$320K +5,901 +119%
MW
515
Marcum Wealth
Ohio
$588K +$18.9K +348 +3%
III
516
Independent Investors Inc
New York
$588K +$54.3K +1,000 +10%
AWA
517
Arkadios Wealth Advisors
Georgia
$587K +$244K +4,489 +72%
BAG
518
Bridgewealth Advisory Group
California
$585K +$581K +10,714 New
TC
519
Trust Company
Kansas
$584K +$13.9K +257 +2%
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$582K +$224K +4,137 +41%
LS
521
Leelyn Smith
Illinois
$577K +$179K +3,294 +45%
LWM
522
LJI Wealth Management
Indiana
$575K +$571K +10,532 New
JF
523
JSF Financial
California
$570K +$301K +5,547 +113%
MWM
524
Meridian Wealth Management
Kentucky
$569K +$261K +4,819 +86%
LWM
525
Laidlaw Wealth Management
New York
$566K +$562K +10,361 New
19 20
21
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