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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
51
Marks Wealth
Maryland
$41.9M +$40.8M +724,421 New
AUB
52
Atlantic Union Bankshares
Virginia
$40.1M -$2.1M -37,317 -5%
ACA
53
Aptus Capital Advisors
Alabama
$39.4M +$14.2M +251,824 +59%
PCFFS
54
Pacific Center for Financial Services
California
$37.1M +$1.05M +18,697 +3%
EFH
55
Eaton Financial Holdings
Florida
$36.8M +$3.84M +68,099 +12%
PA
56
Pinnacle Associates
New York
$36M +$1.97M +35,027 +6%
HWAM
57
Hennion & Walsh Asset Management
New Jersey
$35.6M +$19.9M +353,294 +135%
SPIA
58
Steward Partners Investment Advisory
New York
$34.6M +$3.63M +64,425 +12%
MFG
59
Magnus Financial Group
New York
$34.5M +$827K +14,679 +3%
OC
60
Oakworth Capital
Alabama
$34M -$2.12M -37,640 -6%
CT
61
Cambridge Trust
Massachusetts
$33.6M -$12.2M -216,387 -27%
CG
62
CFO4Life Group
Texas
$32.9M +$2.01M +35,683 +7%
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$31.5M +$3.21M +56,944 +12%
KCM
64
Kathmere Capital Management
Pennsylvania
$31.4M +$1.16M +20,605 +4%
MW
65
Melia Wealth
Oklahoma
$30.4M +$1.2M +21,347 +4%
PCIA
66
Prime Capital Investment Advisors
Kansas
$30.3M +$1.75M +31,027 +6%
FPGK
67
Financial Partners Group (Kansas)
Kansas
$29.9M -$1.7M -30,088 -6%
CBA
68
Coastal Bridge Advisors
Connecticut
$29.7M +$2.25M +39,869 +8%
SSB
69
Sandy Spring Bank
Maryland
$28.9M +$4.39M +77,861 +18%
NYLIM
70
New York Life Investment Management
New York
$28.5M -$16.6M -295,148 -37%
BC
71
Bricktown Capital
Michigan
$27.8M +$6.85M +121,655 +34%
AWM
72
Apollon Wealth Management
South Carolina
$27.5M +$18.1M +320,785 +207%
LFG
73
Leverty Financial Group
Wisconsin
$27.5M -$2.04M -36,262 -7%
HAS
74
Horizon Advisory Services
New York
$27.2M +$26.5M +470,071 New
4WM
75
49 Wealth Management
Texas
$27M -$178K -3,156 -0.7%
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