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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
JWWM
1076
Johnson & White Wealth Management
Pennsylvania
$360K -$200K -3,432 -35%
CAN
1077
Capital Advisor Network
Indiana
$360K +$369K +6,343 New
NF
1078
NavPoint Financial
Minnesota
$359K +$4.95K +85 +1%
ALC
1079
Alexander Labrunerie & Co
Missouri
$358K -$3.14K -54 -0.8%
SFG
1080
Synergy Financial Group
California
$358K +$367K +6,315 New
BSSFA
1081
Baron Silver Stevens Financial Advisors
Florida
$358K +$105K +1,801 +40%
EWM
1082
EPG Wealth Management
Georgia
$356K +$12.6K +217 +4%
BHC
1083
Bull Harbor Capital
Maryland
$356K +$365K +6,278 New
LWMM
1084
Legacy Wealth Management (Mississippi)
Mississippi
$355K – – –
RCP
1085
Roan Capital Partners
Tennessee
$350K +$359K +6,170 New
TNBTD
1086
Trustmark National Bank Trust Department
Mississippi
$347K -$35.5K -610 -9%
PMSA
1087
Patrick M. Sweeney & Associates
Illinois
$345K +$407 +7 +0.1%
LOWM
1088
Laurel Oak Wealth Management
New Jersey
$343K +$352K +6,058 New
CP
1089
Capital Planning
Washington
$342K -$78.9K -1,357 -18%
BIG
1090
Brookwood Investment Group
Arizona
$342K -$141K -2,417 -29%
1WM
1091
1900 Wealth Management
Texas
$340K -$465 -8 -0.1%
LWM
1092
Level Wealth Management
North Carolina
$340K +$349K +6,005 New
ZIM
1093
Zacks Investment Management
Illinois
$340K +$349K +6,001 New
WFP
1094
Welch Financial Planning
Colorado
$339K – – –
GFPC
1095
Global Financial Private Client
Florida
$338K +$10K +172 +3%
SWM
1096
Steinberganna Wealth Management
New York
$337K +$345K +5,938 New
CWA
1097
Crux Wealth Advisors
California
$333K +$3.61K +62 +1%
JLBC
1098
J.L. Bainbridge & Co
Florida
$332K +$52.4K +900 +18%
CAMG
1099
CWA Asset Management Group
Florida
$331K +$76.5K +1,315 +29%
GEA
1100
Glen Eagle Advisors
New Jersey
$331K +$24.1K +415 +8%
42 43
44
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