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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
251
Security National Bank
Nebraska
$6.16M +$602K +10,637 +11%
EIA
252
Edgemoor Investment Advisors
Maryland
$6.15M +$983K +17,379 +19%
SWM
253
Spire Wealth Management
Virginia
$6.11M -$11.2M -197,741 -65%
EWA
254
EverSource Wealth Advisors
Alabama
$6.1M +$476K +8,409 +9%
NFG
255
Northeast Financial Group
Pennsylvania
$6.1M +$2.91M +51,486 +92%
MC
256
Moors & Cabot
Massachusetts
$6.09M -$42.8K -756 -0.7%
HAIM
257
Hunter Associates Investment Management
Pennsylvania
$6.08M +$556K +9,833 +10%
PWP
258
Principle Wealth Partners
Connecticut
$6.03M +$24.4K +432 +0.4%
FA
259
Financial Alternatives
California
$6.03M +$202K +3,580 +3%
EWM
260
Evergreen Wealth Management
Michigan
$6.02M – – –
SWA
261
Stratos Wealth Advisors
Ohio
$5.93M -$289K -5,106 -5%
MAG
262
Members Advisory Group
New York
$5.91M -$2.01M -35,613 -25%
DWP
263
Destiny Wealth Partners
Florida
$5.88M -$18.5K -327 -0.3%
MFG
264
MidWestOne Financial Group
Iowa
$5.87M +$2.76M +48,741 +89%
CW
265
Channel Wealth
California
$5.87M -$1.5M -26,595 -20%
SWM
266
SeaCrest Wealth Management
New York
$5.8M -$334K -5,905 -5%
MA
267
Mutual Advisors
Nebraska
$5.77M +$103K +1,823 +2%
PFPT
268
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.75M +$1.73M +30,524 +43%
TW
269
TrinityPoint Wealth
Connecticut
$5.71M +$418K +7,395 +8%
CAWM
270
Capital Advisors Wealth Management
Washington
$5.69M -$295K -5,212 -5%
VAS
271
Vestmark Advisory Solutions
Massachusetts
$5.69M +$467K +8,257 +9%
MA
272
MBA Advisors
Pennsylvania
$5.64M +$80.2K +1,418 +1%
PCM
273
Pennsylvania Capital Management
Pennsylvania
$5.62M -$149K -2,635 -3%
HI
274
Harbour Investments
Wisconsin
$5.6M +$74.6K +1,318 +1%
LWA
275
Lowe Wealth Advisors
Maryland
$5.53M +$337K +5,963 +7%
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