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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
101
Frontier Wealth Management
Missouri
$1.09M +$865K +14,058 +335%
SPIA
102
Steward Partners Investment Advisory
New York
$1.03M +$823K +13,381 +342%
CFGS
103
Concourse Financial Group Securities
Alabama
$1.03M +$182K +2,962 +21%
LFAS
104
Level Four Advisory Services
Texas
$1.01M +$1.05M +17,023 New
RIA
105
Realta Investment Advisors
Delaware
$1.01M +$726K +11,797 +228%
5L
106
55I LLC
Massachusetts
$1M +$305K +4,955 +42%
KPWS
107
Kestra Private Wealth Services
Texas
$998K +$23.9K +388 +2%
MP
108
McDonald Partners
Ohio
$936K +$542K +8,810 +128%
AWM
109
AE Wealth Management
Kansas
$905K +$467K +7,596 +100%
OWA
110
Outlook Wealth Advisors
Texas
$895K +$201K +3,259 +28%
HC
111
Hourglass Capital
Texas
$894K – – –
LNC
112
Lincoln National Corp
Pennsylvania
$875K +$676K +10,983 +297%
MA
113
MJP Associates
Connecticut
$830K +$22.9K +373 +3%
HA
114
Herold Advisors
New York
$803K +$830K +13,485 New
VC
115
Vicus Capital
Pennsylvania
$781K +$806K +13,094 New
VWA
116
Visionary Wealth Advisors
Illinois
$781K +$806K +13,103 New
MC
117
Moors & Cabot
Massachusetts
$769K +$30.2K +491 +4%
WS
118
Wedbush Securities
California
$759K +$562K +9,130 +254%
TRCT
119
Tower Research Capital (TRC)
New York
$742K +$766K +12,446 New
BAM
120
Bruderman Asset Management
New York
$742K +$766K +12,453 New
SFS
121
Sowell Financial Services
Arkansas
$738K -$132K -2,148 -15%
SCA
122
Snowden Capital Advisors
New York
$708K +$48.2K +784 +7%
AGA
123
Accuvest Global Advisors
Utah
$698K +$721K +11,717 New
MW
124
Marcum Wealth
Ohio
$677K +$379K +6,164 +119%
SC
125
Scotia Capital
Ontario, Canada
$662K +$683K +11,103 New
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