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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
601
Sound Income Strategies
Florida
$1.9M -$116K -2,055 -6%
AA
602
Ancora Advisors
Ohio
$1.88M -$260K -4,598 -12%
CIA
603
Caerus Investment Advisors
Texas
$1.87M – – –
SIC
604
SFE Investment Counsel
California
$1.87M -$126K -2,226 -6%
RRA
605
Round Rock Advisors
Connecticut
$1.86M -$49.4K -875 -3%
ST
606
Somerset Trust
Pennsylvania
$1.85M -$29.4K -521 -2%
MA
607
Modus Advisors
Minnesota
$1.85M +$63.3K +1,120 +4%
CCM
608
Coldstream Capital Management
Washington
$1.85M +$295K +5,223 +19%
SWASL
609
Spartan Wealth Advisory Services LLC
Michigan
$1.84M -$61.2K -1,084 -3%
IA
610
IFG Advisory
Georgia
$1.84M +$1.61M +28,559 +714%
VCP
611
Verus Capital Partners
Arizona
$1.84M -$54K -956 -3%
NA
612
Nordwand Advisors
Pennsylvania
$1.82M – – –
GPWM
613
Grant Private Wealth Management
California
$1.8M +$88.8K +1,573 +5%
SFA
614
Sequoia Financial Advisors
Ohio
$1.79M +$23.1K +409 +1%
MIC
615
Means Investment Company
Maine
$1.79M -$128K -2,271 -7%
SW
616
SlateStone Wealth
Florida
$1.77M -$791K -14,000 -31%
GS
617
GTS Securities
Florida
$1.77M +$1.77M +31,349 New
WWA
618
Wealth Watch Advisors
Colorado
$1.77M +$693K +12,265 +64%
SIG
619
Spinnaker Investment Group
California
$1.76M -$9.71K -172 -0.5%
GCM
620
Gables Capital Management
Florida
$1.74M +$33.9K +600 +2%
DWM
621
Dynasty Wealth Management
Florida
$1.74M +$466K +8,245 +37%
PFA
622
Perryman Financial Advisory
Texas
$1.73M -$141K -2,492 -8%
HSA
623
HBK Sorce Advisory
Pennsylvania
$1.72M +$34.3K +608 +2%
PRTG
624
Post Resch Tallon Group
New York
$1.72M +$135K +2,385 +8%
RIS
625
Richmond Investment Services
Wisconsin
$1.72M +$1.15M +20,358 +203%
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