Filing Research | JPMORGAN EQUITY PREMIUM INCOME ETF Institutional Holdings

Snapshot holdings

50 / 499 loaded

#		Instrument	quantity
1	Confluence Wealth Services, Inc.	Shares	2.8MSH	$159.2M
2	Traynor Capital Management, Inc.	Shares	1.0MSH	$59.0M
3	Foguth Wealth Management, LLC.	Shares	998.7KSH	$56.3M
4	Apollon Wealth Management, LLC	Shares	911.8KSH	$51.5M
5	CARY STREET PARTNERS FINANCIAL LLC	Shares	883.1KSH	$49.9M
6	Brookstone Capital Management	Shares	840.6KSH	$47.5M
7	Oakworth Capital, Inc.	Shares	762.0KSH	$42.9M
8	First Financial Bank - Trust Division	Shares	731.1KSH	$41.3M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	624.0KSH	$35.4M
10	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	617.0KSH	$34.8M
11	CORNERSTONE ENTERPRISES, LLC	Shares	567.4KSH	$32.0M
12	Sterling Investment Counsel, LLC	Shares	551.2KSH	$31.1M
13	DAVENPORT & Co LLC	Shares	516.2KSH	$29.2M
14	RATIONAL ADVISORS, INC.	Shares	499.4KSH	$28.2M
15	Wagner Wealth Management, LLC	Shares	482.6KSH	$27.3M
16	ORRSTOWN FINANCIAL SERVICES INC	Shares	443.5KSH	$25.0M
17	Prospera Financial Services Inc	Shares	423.8KSH	$23.9M
18	HBW ADVISORY SERVICES LLC	Shares	414.6KSH	$23.4M
19	J.W. COLE ADVISORS, INC.	Shares	391.3KSH	$22.1M
20	Apella Capital, LLC	Shares	366.5KSH	$20.8M
21	Cooper Financial Group	Shares	362.1KSH	$20.5M
22	Capital Investment Advisory Services, LLC	Shares	358.1KSH	$20.2M
23	Rezny Wealth Management, Inc.	Shares	354.3KSH	$20.0M
24	Tenzing Financial LLC	Shares	313.2KSH	$17.8M
25	Columbus Macro, LLC	Shares	313.2KSH	$17.7M
26	AdvisorNet Financial, Inc	Shares	292.4KSH	$16.5M
27	D.A. DAVIDSON & CO.	Shares	276.3KSH	$15.6M
28	Mountain Capital Investment Advisors Inc.	Shares	275.4KSH	$15.6M
29	SBI Securities Co., Ltd.	Shares	261.8KSH	$14.8M
30	FLOYD FINANCIAL GROUP LLC	Shares	254.0KSH	$14.4M
31	Magnus Financial Group LLC	Shares	253.6KSH	$14.3M
32	Prentice Wealth Management LLC	Shares	251.4KSH	$14.2M
33	Trinity Legacy Partners, LLC	Shares	244.5KSH	$13.9M
34	Wealthcare Advisory Partners LLC	Shares	240.8KSH	$13.6M
35	Fermata Advisors, LLC	Shares	240.4KSH	$13.6M
36	Mechanics Bank Trust Department	Shares	229.9KSH	$13.0M
37	St. Clair Advisors, LLC	Shares	226.1KSH	$12.8M
38	INVESTMENT ADVISORY SERVICES INC /TX /ADV	Shares	223.7KSH	$12.6M
39	IVC Wealth Advisors LLC	Shares	223.0KSH	$12.6M
40	Financial Guidance Group, Inc.	Shares	218.0KSH	$12.3M
41	Dynamic Advisor Solutions LLC	Shares	208.5KSH	$11.8M
42	COURIER CAPITAL LLC	Shares	203.7KSH	$11.5M
43	Farther Finance Advisors, LLC	Shares	203.6KSH	$11.5M
44	First National Advisers, LLC	Shares	198.9KSH	$11.2M
45	FIFTH THIRD SECURITIES, INC.	Shares	197.5KSH	$11.2M
46	Decker Retirement Planning Inc.	Shares	193.0KSH	$10.9M
47	Perkins Coie Trust Co	Shares	187.4KSH	$10.6M
48	FIRST HAWAIIAN BANK	Shares	186.5KSH	$10.5M
49	Cambridge Advisors Inc.	Shares	181.4KSH	$10.2M
50	INDEPENDENT FINANCIAL GROUP, LLC	Shares	180.8KSH	$10.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 535 loaded

#		Instrument
1	Confluence Wealth Services, Inc. added	Shares	+463.3K	+$25.7M	$159.2M
2	FUKOKU MUTUAL LIFE INSURANCE CO added	Shares	+202.0K	+$11.3M	$34.8M
3	Apollon Wealth Management, LLC added	Shares	+107.3K	+$5.9M	$51.5M
4	First Financial Bank - Trust Division added	Shares	+94.4K	+$5.2M	$41.3M
5	Foguth Wealth Management, LLC. added	Shares	+79.2K	+$4.8M	$56.3M
6	MISSION WEALTH MANAGEMENT, LP added	Shares	+84.4K	+$4.8M	$5.3M
7	FLOYD FINANCIAL GROUP LLC added	Shares	+75.0K	+$4.1M	$14.4M
8	Traynor Capital Management, Inc. added	Shares	+51.3K	+$3.7M	$59.0M
9	Capital Investment Advisory Services, LLC added	Shares	+63.7K	+$3.5M	$20.2M
10	ALTERNA WEALTH MANAGEMENT, INC new	Shares	+53.3K	+$3.0M	$3.0M
11	Decker Retirement Planning Inc. added	Shares	+51.5K	+$2.9M	$10.9M
12	FIFTH THIRD SECURITIES, INC. added	Shares	+47.9K	+$2.7M	$11.2M
13	DAVENPORT & Co LLC added	Shares	+47.5K	+$2.6M	$29.2M
14	HIGHLINE WEALTH PARTNERS LLC added	Shares	+44.0K	+$2.5M	$2.6M
15	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+39.3K	+$2.2M	$3.7M
16	EASTERN BANK added	Shares	+39.0K	+$2.2M	$9.6M
17	Innovative Wealth Building LLC added	Shares	+36.5K	+$2.1M	$3.1M
18	White Wing Wealth Management added	Shares	+33.0K	+$1.9M	$2.2M
19	CORNERSTONE ENTERPRISES, LLC added	Shares	+33.5K	+$1.8M	$32.0M
20	Oakworth Capital, Inc. added	Shares	+35.4K	+$1.7M	$42.9M
21	4J Wealth Management LLC added	Shares	+29.4K	+$1.7M	$2.5M
22	RMR Wealth Builders new	Shares	+29.0K	+$1.6M	$1.6M
23	ARMSTRONG ADVISORY GROUP, INC added	Shares	+28.5K	+$1.6M	$4.3M
24	B. Riley Wealth Advisors, Inc. added	Shares	+23.2K	+$1.4M	$4.6M
25	Cooper Financial Group added	Shares	+20.7K	+$1.1M	$20.5M
26	UNIQUE WEALTH, LLC added	Shares	+19.2K	+$1.1M	$2.1M
27	Columbus Macro, LLC added	Shares	+19.5K	+$1.0M	$17.7M
28	San Luis Wealth Advisors LLC added	Shares	+18.1K	+$1.0M	$2.9M
29	DeDora Capital, Inc. added	Shares	+18.1K	+$996.0K	$9.0M
30	Envestnet Portfolio Solutions, Inc. added	Shares	+17.8K	+$988.7K	$5.8M
31	Sterling Investment Counsel, LLC added	Shares	+18.9K	+$960.0K	$31.1M
32	Wagner Wealth Management, LLC added	Shares	+18.5K	+$951.1K	$27.3M
33	Tempus Wealth Planning, LLC added	Shares	+16.8K	+$940.5K	$3.3M
34	Sulzberger Capital Advisors, Inc. added	Shares	+16.0K	+$880.3K	$8.3M
35	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+15.5K	+$864.7K	$4.6M
36	Kelly Financial Services LLC added	Shares	+15.3K	+$856.6K	$2.7M
37	KFG WEALTH MANAGEMENT, LLC added	Shares	+14.5K	+$798.9K	$6.9M
38	WINCAP FINANCIAL LLC added	Shares	+14.0K	+$769.1K	$6.1M
39	Cedarwood Wealth LLC added	Shares	+13.7K	+$763.2K	$3.4M
40	JUNCTURE WEALTH STRATEGIES, LLC new	Shares	+12.9K	+$728.0K	$728.0K
41	BROWN WEALTH MANAGEMENT, LLC new	Shares	+12.6K	+$710.0K	$710.0K
42	BENJAMIN EDWARDS INC added	Shares	+12.0K	+$664.6K	$5.1M
43	Orgel Wealth Management, LLC added	Shares	+11.6K	+$650.9K	$1.4M
44	Saxony Capital Management, LLC added	Shares	+11.9K	+$650.3K	$6.5M
45	TOMPKINS FINANCIAL CORP added	Shares	+11.3K	+$631.3K	$2.5M
46	Base Wealth Management LLC added	Shares	+11.4K	+$623.5K	$5.7M
47	Elmwood Wealth Management, Inc. added	Shares	+10.7K	+$604.4K	$809.9K
48	Provenance Wealth Advisors, LLC added	Shares	+10.7K	+$602.4K	$644.2K
49	Snider Financial Group added	Shares	+9.5K	+$520.3K	$5.2M
50	ORRSTOWN FINANCIAL SERVICES INC added	Shares	+10.5K	+$506.2K	$25.0M

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