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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
126
Avantax Planning Partners
Iowa
$12.5M +$12.8M +232,651 New
IAS
127
Investment Advisory Services
Texas
$12.4M -$302K -5,473 -2%
MBTD
128
Mechanics Bank - Trust Department
California
$12.4M +$2.17M +39,460 +21%
ASN
129
Advisory Services Network
Georgia
$12.1M +$1.57M +28,566 +14%
JBA
130
Johnson Bixby & Associates
Washington
$12M -$8.27M -150,168 -40%
CSPAM
131
Cary Street Partners Asset Management
Virginia
$12M +$1.09M +19,741 +10%
MS
132
Madden Securities
Texas
$11.9M +$716K +13,001 +6%
BCI
133
Brinker Capital Investments
Pennsylvania
$11.8M -$860K -15,608 -7%
OPS
134
Orion Portfolio Solutions
Nebraska
$11.8M -$860K -15,608 -7%
HWAM
135
Hennion & Walsh Asset Management
New Jersey
$11.8M +$723K +13,116 +6%
MFP
136
Meridian Financial Partners
Virginia
$11.7M +$525K +9,521 +5%
IHWM
137
Iron Horse Wealth Management
Iowa
$11.6M +$268K +4,869 +2%
HCM
138
Hudson Capital Management
New Jersey
$11.5M +$334K +6,067 +3%
CFG
139
Cooper Financial Group
California
$11.4M +$1.41M +25,634 +14%
RCA
140
Reitz Capital Advisors
Michigan
$11.4M +$727K +13,189 +7%
DOA
141
D'Orazio & Associates
Virginia
$11.3M -$3.98M -72,236 -26%
CCA
142
Childress Capital Advisors
Texas
$11.3M -$2.94M -53,403 -20%
CB
143
Community Bank
New York
$11.2M +$7.99K +145 +0.1%
DAS
144
Dynamic Advisor Solutions
Arizona
$11M -$504K -9,148 -4%
JIP
145
Jaffetilchin Investment Partners
Florida
$10.8M +$255K +4,621 +2%
PA
146
PFG Advisors
Arizona
$10.8M +$464K +8,428 +4%
ATC
147
Argent Trust Co
Tennessee
$10.7M +$1.83M +33,195 +20%
CIA
148
Caerus Investment Advisors
Texas
$10.6M +$8.93M +162,036 +459%
GWMIA
149
Global Wealth Management Investment Advisory
Florida
$10.6M +$3.27M +59,262 +43%
PIWA
150
Prevail Innovative Wealth Advisors
Kansas
$10.5M +$569K +10,333 +6%
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