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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
Steele Capital Management
Iowa
$18.4M +$1.64M +28,929 +10%
ACM
102
Advance Capital Management
Michigan
$18.1M +$17.3M +306,657 +2,421%
WWMSC
103
Wagner Wealth Management (South Carolina)
South Carolina
$18.1M -$140K -2,476 -0.8%
BF
104
BOK Financial
Oklahoma
$17.8M +$5.46M +96,465 +44%
FFA
105
Fragasso Financial Advisors
Pennsylvania
$17.6M -$2.75M -48,587 -14%
WA
106
Waverly Advisors
Alabama
$17.2M +$13.7M +242,879 +395%
MBTD
107
Mechanics Bank - Trust Department
California
$17.1M +$2.19M +38,745 +15%
SIM
108
Stratos Investment Management
Ohio
$16.9M +$543K +9,591 +3%
KPWS
109
Kestra Private Wealth Services
Texas
$16.7M +$288K +5,091 +2%
BFA
110
Beacon Financial Advisory
Ohio
$16.6M +$1.85M +32,649 +13%
OPAM
111
Ocean Park Asset Management
California
$16.6M -$3.59M -63,400 -18%
MAM
112
Marquette Asset Management
Minnesota
$16.6M +$16.5M +292,060 New
PPW
113
Parcion Private Wealth
Washington
$16.5M +$1.35M +23,834 +9%
SCA
114
St. Clair Advisors
Ohio
$16.5M +$51.4K +908 +0.3%
TWM
115
Tradition Wealth Management
Minnesota
$16.4M -$8.48M -149,924 -34%
CSPAM
116
Cary Street Partners Asset Management
Virginia
$16.4M +$1.22M +21,606 +8%
SPC
117
Sigma Planning Corp
Michigan
$15.6M +$426K +7,532 +3%
GWMIA
118
Global Wealth Management Investment Advisory
Florida
$15.6M +$3.65M +64,565 +31%
BWP
119
Bernardo Wealth Planning
Pennsylvania
$15.5M +$22.3K +394 +0.1%
MS
120
Madden Securities
Texas
$15.5M +$223K +3,937 +1%
CAM
121
Cresset Asset Management
Illinois
$15.4M +$363K +6,413 +2%
FIA
122
Foundations Investment Advisors
Arizona
$15M +$11.5M +203,830 +332%
PS
123
Principal Securities
Iowa
$14.8M +$7.57M +133,805 +106%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$14.7M +$174K +3,078 +1%
JIP
125
Jaffetilchin Investment Partners
Florida
$14.5M +$111K +1,957 +0.8%
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