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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
LTL
351
Lowery Thomas LLC
California
$2.09M +$2.08M +38,363 New
DA
352
Detalus Advisors
Missouri
$2.09M -$260K -4,790 -11%
BWP
353
Balboa Wealth Partners
Arizona
$2.08M +$64K +1,180 +3%
MCA
354
MSH Capital Advisors
Arizona
$2.07M +$424K +7,809 +26%
JPLA
355
Joseph P. Lucia & Associates
New York
$2.06M +$1.28M +23,677 +169%
NCM
356
Nelson Capital Management
California
$2.02M -$30.4K -561 -1%
CFGS
357
Concourse Financial Group Securities
Alabama
$2.02M +$491K +9,054 +32%
GFP
358
Guardian Financial Partners
California
$2.02M +$1.12M +20,720 +128%
FFWA
359
FRG Family Wealth Advisors
Washington
$2.01M +$573K +10,562 +40%
GAM
360
Gotham Asset Management
New York
$2.01M +$1.99M +36,726 New
KIA
361
Kraematon Investment Advisors
Massachusetts
$1.99M +$366K +6,747 +23%
WAM
362
WNY Asset Management
New York
$1.98M +$1.23M +22,639 +166%
APW
363
Aurora Private Wealth
New Jersey
$1.97M +$326K +6,010 +20%
RJT
364
Raymond James Trust
Florida
$1.95M +$66.8K +1,231 +4%
MCM
365
MAI Capital Management
Ohio
$1.95M -$722K -13,303 -27%
CJFS
366
Coulter & Justus Financial Services
Tennessee
$1.93M +$351K +6,473 +22%
SA
367
Stewardship Advisors
Pennsylvania
$1.91M -$10.2M -188,523 -84%
RAM
368
Redmond Asset Management
Virginia
$1.9M +$694K +12,781 +58%
IGWM
369
ICA Group Wealth Management
Colorado
$1.83M +$129K +2,378 +8%
MP
370
McDonald Partners
Ohio
$1.82M +$279K +5,150 +18%
CRWM
371
Castle Rock Wealth Management
California
$1.81M -$1.06M -19,444 -37%
JSL
372
JT Stratford LLC
Georgia
$1.77M +$180K +3,311 +11%
CIG
373
Cascade Investment Group
Colorado
$1.76M +$1.75M +32,262 New
TCA
374
Transcend Capital Advisors
New Jersey
$1.75M +$1.51M +27,856 +659%
HG
375
Herbst Group
Connecticut
$1.74M +$605K +11,157 +54%
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