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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
76
Prospera Financial Services
Texas
$17.8M +$10.6M +195,497 +150%
FANJ
77
Financial Architects (New Jersey)
New Jersey
$17.6M +$2.66M +49,021 +18%
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$17.6M +$551K +10,145 +3%
DOA
79
D'Orazio & Associates
Virginia
$17.5M -$5.35M -98,581 -24%
BPWM
80
Badgley Phelps Wealth Managers
Washington
$17M -$2.77M -50,916 -14%
FFA
81
Fragasso Financial Advisors
Pennsylvania
$17M +$14.8M +271,919 +667%
PWMAG
82
Pinnacle Wealth Management Advisory Group
New Jersey
$17M +$3.69M +67,964 +28%
BWP
83
Bernardo Wealth Planning
Pennsylvania
$16.9M +$16.4M +302,180 +4,182%
SF
84
Synovus Financial
Georgia
$16.7M +$2.67M +49,143 +19%
CWS
85
Confluence Wealth Services
Pennsylvania
$16M +$11.7M +214,534 +273%
CAI
86
Capital Advisors Inc
Oklahoma
$15.8M +$15.8M +290,756 New
DBT
87
Dubuque Bank & Trust
Iowa
$15.8M +$2.06M +37,981 +15%
GL
88
Graypoint LLC
New York
$15.7M +$8.49M +156,376 +119%
LJCM
89
Lee Johnson Capital Management
Texas
$15.4M +$15.4M +283,485 New
IAN
90
Integrated Advisors Network
Texas
$15.4M +$4.21M +77,605 +38%
LFG
91
Leverty Financial Group
Wisconsin
$15.3M +$15.3M +281,477 New
SFBLI
92
Southern Farm Bureau Life Insurance
Mississippi
$14.9M – – –
TWM
93
Tradition Wealth Management
Minnesota
$14.9M +$3.36M +61,825 +29%
LWAC
94
Laurel Wealth Advisors (California)
California
$14.3M +$1.01M +18,637 +8%
SPIA
95
Steward Partners Investment Advisory
New York
$13.8M +$1.91M +35,185 +16%
CCA
96
Childress Capital Advisors
Texas
$13.6M +$3.76M +69,177 +38%
DAM
97
Derbend Asset Management
Georgia
$13.4M +$1.17M +21,466 +10%
PP
98
Patten & Patten
Tennessee
$13.2M +$1.6M +29,545 +14%
OPAM
99
Ocean Park Asset Management
California
$12.9M +$12.9M +237,000 New
CSPAM
100
Cary Street Partners Asset Management
Virginia
$12.9M +$1.79M +32,985 +16%
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