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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
151
Hartline Investment Corp
Illinois
$12.3M +$11.9M +212,033 New
GWMIA
152
Global Wealth Management Investment Advisory
Florida
$12.2M +$378K +6,708 +3%
FSA
153
Financial Services Advisory
Maryland
$12.1M -$11M -194,419 -48%
ASN
154
Advisory Services Network
Georgia
$12M -$958K -17,010 -8%
SWA
155
SFMG Wealth Advisors
Texas
$12M +$818K +14,519 +8%
CFP
156
Curran Financial Partners
South Carolina
$12M +$247K +4,388 +2%
CWM
157
Centurion Wealth Management
Virginia
$12M +$1.19M +21,046 +11%
AWM
158
Axxcess Wealth Management
California
$12M +$5.3K +94 +0%
FCI
159
Financial Counselors Inc
Kansas
$12M -$1.12M -19,914 -9%
DAS
160
Dynamic Advisor Solutions
Arizona
$11.9M -$542K -9,624 -4%
DC
161
Davenport & Co
Virginia
$11.9M +$1.27M +22,508 +12%
GWM
162
Geneos Wealth Management
Colorado
$11.9M +$6.22M +110,490 +116%
FA
163
Fagan Associates
New York
$11.7M +$1.16M +20,565 +11%
AWM
164
AE Wealth Management
Kansas
$11.7M -$50.1M -888,840 -82%
BCI
165
Brinker Capital Investments
Pennsylvania
$11.6M -$611K -10,849 -5%
OPS
166
Orion Portfolio Solutions
Nebraska
$11.6M -$611K -10,849 -5%
LNC
167
Lincoln National Corp
Pennsylvania
$11.6M +$1.41M +25,047 +14%
VAM
168
Verity Asset Management
North Carolina
$11.6M +$737K +13,075 +7%
AC
169
AIFG Consultants
New York
$11.5M -$129K -2,284 -1%
APS
170
American Planning Services
Florida
$11.4M -$365K -6,484 -3%
V
171
VeraBank
Texas
$11.3M +$556K +9,864 +5%
FGG
172
Financial Guidance Group
Florida
$11.3M +$233K +4,136 +2%
WS
173
Wedbush Securities
California
$11.3M +$1.28M +22,651 +13%
WCP
174
Wick Capital Partners
Pennsylvania
$11M +$2.64M +46,799 +33%
BWG
175
Beta Wealth Group
California
$11M +$1.75M +30,984 +19%
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