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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
151
Global Wealth Management Investment Advisory
Florida
$12.2M +$378K +6,708 +3%
FSA
152
Financial Services Advisory
Maryland
$12.1M -$11M -194,419 -48%
ASN
153
Advisory Services Network
Georgia
$12M -$958K -17,010 -8%
SWA
154
SFMG Wealth Advisors
Texas
$12M +$818K +14,519 +8%
CFP
155
Curran Financial Partners
South Carolina
$12M +$247K +4,388 +2%
CWM
156
Centurion Wealth Management
Virginia
$12M +$1.19M +21,046 +11%
AWM
157
Axxcess Wealth Management
California
$12M +$5.3K +94 +0%
FCI
158
Financial Counselors Inc
Kansas
$12M -$1.12M -19,914 -9%
DAS
159
Dynamic Advisor Solutions
Arizona
$11.9M -$542K -9,624 -4%
DC
160
Davenport & Co
Virginia
$11.9M +$1.27M +22,508 +12%
GWM
161
Geneos Wealth Management
Colorado
$11.9M +$6.22M +110,490 +116%
FA
162
Fagan Associates
New York
$11.7M +$1.16M +20,565 +11%
AWM
163
AE Wealth Management
Kansas
$11.7M -$50.1M -888,840 -82%
BCI
164
Brinker Capital Investments
Pennsylvania
$11.6M -$611K -10,849 -5%
OPS
165
Orion Portfolio Solutions
Nebraska
$11.6M -$611K -10,849 -5%
LNC
166
Lincoln National Corp
Pennsylvania
$11.6M +$1.41M +25,047 +14%
VAM
167
Verity Asset Management
North Carolina
$11.6M +$737K +13,075 +7%
AC
168
AIFG Consultants
New York
$11.5M -$129K -2,284 -1%
APS
169
American Planning Services
Florida
$11.4M -$365K -6,484 -3%
V
170
VeraBank
Texas
$11.3M +$556K +9,864 +5%
FGG
171
Financial Guidance Group
Florida
$11.3M +$233K +4,136 +2%
WS
172
Wedbush Securities
California
$11.3M +$1.28M +22,651 +13%
WCP
173
Wick Capital Partners
Pennsylvania
$11M +$2.64M +46,799 +33%
BWG
174
Beta Wealth Group
California
$11M +$1.75M +30,984 +19%
CCP
175
Cassia Capital Partners
North Carolina
$11M -$525K -9,321 -5%
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