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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
401
Colony Group
Massachusetts
$318K +$6.07K +109 +2%
BAM
402
BTS Asset Management
Massachusetts
$317K +$306K +5,500 New
ST
403
Somerset Trust
Pennsylvania
$316K +$343K +6,167 New
FFG
404
Fortem Financial Group
California
$315K -$64.6K -1,160 -16%
AG
405
Ascent Group
Virginia
$315K – – –
BTWM
406
Baker Tilly Wealth Management
Wisconsin
$305K -$390K -7,000 -54%
IWA
407
IVC Wealth Advisors
Pennsylvania
$303K +$329K +5,920 New
RWM
408
RBA Wealth Management
California
$302K +$2.28K +41 +0.7%
BRA
409
Biechele Royce Advisors
Indiana
$302K +$328K +5,900 New
TIA
410
Tiemann Investment Advisors
California
$301K +$11.1K +200 +4%
FMN
411
Financial Management Network
California
$301K +$316K +5,685 New
YWP
412
YorkBridge Wealth Partners
New York
$297K +$323K +5,800 New
LS
413
Leelyn Smith
Illinois
$288K +$103K +1,855 +49%
AFG
414
Alterity Financial Group
Maine
$285K -$13.9K -250 -4%
KA
415
Kovack Advisors
Florida
$285K +$70.7K +1,271 +30%
PWP
416
Principle Wealth Partners
Connecticut
$277K +$85.9K +1,543 +40%
CA
417
Crewe Advisors
Utah
$276K +$98.6K +1,772 +49%
P
418
&Partners
Tennessee
$273K – – –
TWC
419
TD Waterhouse Canada
Ontario, Canada
$272K +$111K +2,000 +62%
HDIM
420
Hanson & Doremus Investment Management
Vermont
$272K +$18.8K +337 +7%
GGS
421
Galvin Gaustad & Stein
Arizona
$270K +$293K +5,266 New
SS
422
Sunbelt Securities
Texas
$268K +$291K +5,226 New
VAFP
423
Vahanian & Associates Financial Planning
New York
$267K +$290K +5,205 New
FFM
424
Forum Financial Management
Illinois
$261K – – –
ESB
425
Essex Savings Bank
Connecticut
$258K +$64.3K +1,156 +30%
15 16
17
18 19