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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.24B +$354M +5,745,078 +41%
Bank of America
2
Bank of America
North Carolina
$185M +$104M +1,684,533 +135%
RIG
3
RiverFront Investment Group
Virginia
$155M +$59.3M +962,188 +64%
Morgan Stanley
4
Morgan Stanley
New York
$144M +$140M +2,276,694 +126,906%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$120M +$76.2M +1,236,935 +188%
Wells Fargo
6
Wells Fargo
California
$116M +$62.6M +1,015,491 +125%
CA
7
Cornerstone Advisory
Maryland
$73.4M +$4.23M +68,735 +6%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$66.3M +$18M +292,588 +39%
RJA
9
Raymond James & Associates
Florida
$66M +$20.6M +335,065 +47%
RCM
10
Requisite Capital Management
Texas
$64.7M +$19.5M +315,912 +45%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$55.5M +$14.5M +235,084 +37%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$51.4M +$13.6M +220,432 +37%
GI
13
Gradient Investments
Minnesota
$48.2M +$5.45M +88,433 +13%
Osaic Holdings
14
Osaic Holdings
Arizona
$45M +$21.8M +353,230 +98%
RWA
15
Redhawk Wealth Advisors
Minnesota
$29.1M +$26.6M +431,182 +1,437%
Truist Financial
16
Truist Financial
North Carolina
$28.9M +$9.04M +146,719 +47%
BPWM
17
Badgley Phelps Wealth Managers
Washington
$25.2M +$24.6M +399,047 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$21.8M +$3.55M +57,584 +20%
CA
19
Cetera Advisors
Colorado
$18.4M +$3.22M +52,256 +22%
CIA
20
Capital Investment Advisors
Georgia
$15.1M +$1.8M +29,151 +14%
IAN
21
Integrated Advisors Network
Texas
$14.7M +$219K +3,560 +2%
PI
22
PFS Investments
Georgia
$13.2M +$12.9M +209,402 New
CAN
23
Cetera Advisor Networks
California
$13.1M +$10.9M +176,250 +562%
ARG
24
Advisory Resource Group
Oklahoma
$12.9M +$1.02M +16,567 +8%
RPSA
25
Richard P. Slaughter Associates
Texas
$12.8M +$2.32M +37,728 +23%
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