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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.45B +$388M +7,144,154 +37%
Morgan Stanley
2
Morgan Stanley
New York
$1.38B +$218M +4,014,484 +19%
Bank of America
3
Bank of America
North Carolina
$1.26B +$208M +3,835,854 +20%
Wells Fargo
4
Wells Fargo
California
$570M +$89.1M +1,641,413 +19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$300M +$68M +1,253,708 +30%
Osaic Holdings
6
Osaic Holdings
Arizona
$275M +$48.2M +887,805 +21%
UBS Group
7
UBS Group
Switzerland
$200M +$66.3M +1,222,091 +50%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$181M +$180M +3,321,921 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$159M +$7.4M +136,332 +5%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$141M +$37.3M +686,585 +41%
RCM
11
Requisite Capital Management
Texas
$113M +$11.7M +215,486 +12%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$110M +$29.7M +547,756 +37%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$105M +$12.2M +225,612 +13%
Franklin Resources
14
Franklin Resources
California
$83.7M -$218K -4,018 -0.3%
CA
15
Cornerstone Advisory
Maryland
$81.8M +$8.77M +161,637 +12%
CAN
16
Cetera Advisor Networks
California
$80.7M +$28.8M +530,499 +56%
PI
17
PFS Investments
Georgia
$77.9M +$11.4M +210,194 +17%
MML Investors Services
18
MML Investors Services
Massachusetts
$77M +$7.3M +134,580 +11%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$74.2M +$24.2M +445,687 +49%
HCPC
20
Hamilton Capital Partners (Canada)
$59.6M +$17.1M +315,540 +41%
FWP
21
FAS Wealth Partners
Kansas
$58.7M +$24.1M +443,451 +70%
RA
22
Rational Advisors
New York
$56.4M +$4.75M +87,565 +9%
Truist Financial
23
Truist Financial
North Carolina
$53.5M +$8.68M +159,993 +20%
HighTower Advisors
24
HighTower Advisors
Illinois
$52.5M +$5.13M +94,624 +11%
RJA
25
Raymond James & Associates
Florida
$50.5M +$13M +240,427 +35%