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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
751
EPG Wealth Management
Georgia
$621K +$600K +10,432 New
LSA
752
Lion Street Advisors
Texas
$620K – – –
AFA
753
American Financial Advisors
Georgia
$619K -$83.7K -1,455 -12%
EW
754
Evoke Wealth
California
$618K +$597K +10,385 New
MAWA
755
Moss Adams Wealth Advisors
Washington
$616K -$194K -3,374 -25%
BAM
756
BTS Asset Management
Massachusetts
$615K +$646K +11,237 New
PG
757
Prostatis Group
Maryland
$606K +$18.6K +323 +3%
PWM
758
Prentice Wealth Management
New York
$603K -$57.8K -1,004 -9%
ACA
759
American Capital Advisory
Idaho
$600K -$48.4K -841 -8%
BMWM
760
Brown Miller Wealth Management
Virginia
$600K +$580K +10,076 New
CFA
761
Capstone Financial Advisors
Illinois
$598K +$10.3K +179 +2%
QWM
762
Quadcap Wealth Management
Texas
$598K +$270K +4,686 +87%
FPAS
763
Focus Partners Advisor Solutions
Missouri
$596K +$576K +10,012 New
BWM
764
BlackDiamond Wealth Management
New York
$595K +$6.67K +116 +1%
SIC
765
Samalin Investment Counsel
New York
$592K +$98.4K +1,711 +21%
WLPWM
766
Walled Lake Planning & Wealth Management
Illinois
$590K +$6.21K +108 +1%
SFWC
767
Strategic Family Wealth Counselors
New Jersey
$590K +$81.9K +1,424 +17%
FA
768
Fortis Advisors
Pennsylvania
$587K +$187K +3,257 +49%
CAL
769
Capital Advisors Ltd
Ohio
$584K +$258K +4,492 +84%
SFB
770
STAR Financial Bank
Indiana
$583K -$1.37M -23,777 -71%
KFI
771
Key Financial Inc
Pennsylvania
$583K +$11.5K +200 +2%
SWIM
772
Smallwood Wealth Investment Management
New Jersey
$582K +$71.7K +1,246 +15%
AMG
773
Advisors Management Group
Wisconsin
$575K +$102K +1,773 +22%
AA
774
Argent Advisors
Louisiana
$575K +$190K +3,300 +52%
FCA
775
FinTrust Capital Advisors
South Carolina
$567K -$75.5K -1,312 -12%
29 30
31
32 33