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JPMorgan Equity Premium Income ETF
JEPI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Kestra Advisory Services
26
Kestra Advisory Services
Texas
USD 115 M +USD 11.1 M +197,071 +11%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
USD 107 M +USD 6.15 M +108,819 +6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
USD 95.8 M -USD 1.01 M -17,883 -1%
FAS Wealth Partners
29
FAS Wealth Partners
Kansas
USD 94.1 M +USD 7.69 M +136,080 +9%
First Foundation Advisors
30
First Foundation Advisors
California
USD 88.6 M -USD 424 k -7,512 -0.5%
Enstar Group
31
Enstar Group
Bermuda
USD 86.9 M – – –
Hamilton Capital
32
Hamilton Capital
Ohio
USD 82.4 M +USD 2.21 M +39,109 +3%
Atlantic Union Bankshares
33
Atlantic Union Bankshares
Virginia
USD 79.4 M +USD 7.14 M +126,438 +10%
Prosperity Consulting Group
34
Prosperity Consulting Group
Maryland
USD 79.1 M +USD 1.71 M +30,324 +2%
Allworth Financial
35
Allworth Financial
California
USD 76.4 M +USD 3.3 M +58,356 +5%
Clearstead Advisors
36
Clearstead Advisors
Ohio
USD 70.2 M +USD 444 k +7,859 +0.6%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
USD 66.1 M +USD 4.65 M +82,406 +8%
NewEdge Advisors
38
NewEdge Advisors
Louisiana
USD 62 M +USD 18 M +318,923 +41%
SHP Wealth Management
39
SHP Wealth Management
Massachusetts
USD 59.1 M +USD 5.95 M +105,345 +11%
Traynor Capital Management
40
Traynor Capital Management
Pennsylvania
USD 59 M +USD 2.9 M +51,259 +5%
Franklin Resources
41
Franklin Resources
California
USD 57.8 M +USD 886 k +15,684 +2%
Foguth Wealth Management
42
Foguth Wealth Management
Michigan
USD 56.3 M +USD 4.47 M +79,223 +9%
Steward Partners Investment Advisory
43
Steward Partners Investment Advisory
New York
USD 55.9 M -USD 2.77 M -49,067 -5%
Truist Financial
44
Truist Financial
North Carolina
USD 54.4 M -USD 1.76 M -31,225 -3%
Beacon Pointe Advisors
45
Beacon Pointe Advisors
California
USD 51.8 M +USD 11.7 M +207,850 +29%
Apollon Wealth Management
46
Apollon Wealth Management
South Carolina
USD 51.5 M +USD 6.06 M +107,269 +13%
Cary Street Partners
47
Cary Street Partners
Virginia
USD 49.9 M -USD 5.2 M -92,044 -9%
Private Advisor Group
48
Private Advisor Group
New Jersey
USD 49.4 M +USD 35.1 M +621,604 +245%
HUB Investment Partners
49
HUB Investment Partners
Texas
USD 48.7 M +USD 1.5 M +26,613 +3%
Kathmere Capital Management
50
Kathmere Capital Management
Pennsylvania
USD 48.5 M +USD 5.79 M +102,595 +14%
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