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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
401
Legacy Capital Wealth Partners
Arkansas
$2.28M +$2.34M +42,546 New
CG
402
Caprock Group
Idaho
$2.28M -$87K -1,578 -4%
PFA
403
Plotkin Financial Advisors
Maryland
$2.28M -$214K -3,890 -8%
ICP
404
Interchange Capital Partners
Pennsylvania
$2.23M +$75.2K +1,364 +3%
LWM
405
Lionsbridge Wealth Management
Florida
$2.23M +$4.3K +78 +0.2%
RJT
406
Raymond James Trust
Florida
$2.22M +$234K +4,238 +11%
HA
407
Herold Advisors
New York
$2.2M +$731K +13,264 +48%
HG
408
Herbst Group
Connecticut
$2.16M +$425K +7,711 +24%
CAG
409
Csenge Advisory Group
Florida
$2.15M +$679K +12,318 +44%
PG
410
Prostatis Group
Maryland
$2.14M -$93.1M -1,690,075 -98%
PWM
411
Prosperity Wealth Management
California
$2.13M +$295K +5,347 +16%
HC
412
Hourglass Capital
Texas
$2.1M – – –
BA
413
Bridge Advisory
California
$2.07M -$10K -182 -0.5%
LFAS
414
Level Four Advisory Services
Texas
$2.06M -$248K -4,507 -10%
DA
415
Detalus Advisors
Missouri
$2.05M +$8.65K +157 +0.4%
GAM
416
Gotham Asset Management
New York
$2.03M +$67.4K +1,223 +3%
SEA
417
Stegent Equity Advisors
Texas
$2.01M -$94.5K -1,715 -4%
RAM
418
Redmond Asset Management
Virginia
$2M -$5.95K -108 -0.3%
OPWM
419
Oxinas Partners Wealth Management
Indiana
$2M +$16.4K +298 +0.8%
NFG
420
Nations Financial Group
Iowa
$2M +$585K +10,609 +40%
MWM
421
Mission Wealth Management
California
$1.99M +$26.4K +480 +1%
NEWAS
422
N.E.W. Advisory Services
Wisconsin
$1.97M +$499K +9,054 +33%
HSA
423
HBK Sorce Advisory
Pennsylvania
$1.96M -$903K -16,388 -31%
HIA
424
Harbor Investment Advisory
Maryland
$1.96M -$197K -3,577 -9%
WE
425
Wealth Effects
Massachusetts
$1.95M +$175K +3,172 +10%
15 16
17
18 19