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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
601
Tucker Asset Management
Colorado
$1.92M +$569K +10,075 +42%
WE
602
Wealth Effects
Massachusetts
$1.92M +$45K +797 +2%
UB
603
Umpqua Bank
Oregon
$1.9M +$90.4K +1,600 +5%
PWM
604
Purus Wealth Management
California
$1.9M -$349K -6,182 -16%
SIS
605
Sound Income Strategies
Florida
$1.9M -$116K -2,055 -6%
AA
606
Ancora Advisors
Ohio
$1.88M -$260K -4,598 -12%
CIA
607
Caerus Investment Advisors
Texas
$1.87M – – –
SIC
608
SFE Investment Counsel
California
$1.87M -$126K -2,226 -6%
RRA
609
Round Rock Advisors
Connecticut
$1.86M -$49.4K -875 -3%
ST
610
Somerset Trust
Pennsylvania
$1.85M -$29.4K -521 -2%
MA
611
Modus Advisors
Minnesota
$1.85M +$63.3K +1,120 +4%
CCM
612
Coldstream Capital Management
Washington
$1.85M +$295K +5,223 +19%
SWASL
613
Spartan Wealth Advisory Services LLC
Michigan
$1.84M -$61.2K -1,084 -3%
IA
614
IFG Advisory
Georgia
$1.84M +$1.61M +28,559 +714%
VCP
615
Verus Capital Partners
Arizona
$1.84M -$54K -956 -3%
NA
616
Nordwand Advisors
Pennsylvania
$1.82M – – –
GPWM
617
Grant Private Wealth Management
California
$1.8M +$88.8K +1,573 +5%
SFA
618
Sequoia Financial Advisors
Ohio
$1.79M +$23.1K +409 +1%
MIC
619
Means Investment Company
Maine
$1.79M -$128K -2,271 -7%
SW
620
SlateStone Wealth
Florida
$1.77M -$791K -14,000 -31%
GS
621
GTS Securities
Florida
$1.77M +$1.77M +31,349 New
WWA
622
Wealth Watch Advisors
Colorado
$1.77M +$693K +12,265 +64%
SIG
623
Spinnaker Investment Group
California
$1.76M -$9.71K -172 -0.5%
GCM
624
Gables Capital Management
Florida
$1.74M +$33.9K +600 +2%
DWM
625
Dynasty Wealth Management
Florida
$1.74M +$466K +8,245 +37%
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