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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
226
Wealthfront Advisers
California
$1.98M +$534K +9,588 +33%
VAM
227
Vienna Asset Management
California
$1.98M +$2.44M +43,879 +646%
TW
228
TrinityPoint Wealth
Connecticut
$1.92M +$1.58M +28,437 +316%
RFC
229
Regions Financial Corp
Alabama
$1.91M -$75.9K -1,364 -4%
FA
230
FDx Advisors
Illinois
$1.88M -$423K -7,596 -17%
BWM
231
BlackDiamond Wealth Management
New York
$1.86M +$1.72M +30,832 +764%
NCM
232
Nelson Capital Management
California
$1.84M +$221K +3,966 +12%
OC
233
Oppenheimer & Co
New York
$1.83M +$527K +9,464 +36%
CRWM
234
Castle Rock Wealth Management
California
$1.77M -$12.7K -228 -0.7%
MAG
235
Members Advisory Group
New York
$1.75M +$189K +3,388 +11%
BA
236
Bridge Advisory
California
$1.72M +$29.9K +537 +2%
LNC
237
Lincoln National Corp
Pennsylvania
$1.67M +$61.6K +1,107 +4%
ACA
238
Atlas Capital Advisors
Wyoming
$1.67M -$290K -5,219 -14%
BWP
239
Balboa Wealth Partners
Arizona
$1.64M +$1.78M +32,063 New
LB
240
Legacy Bridge
Iowa
$1.64M – – –
SCA
241
Snowden Capital Advisors
New York
$1.62M +$385K +6,919 +28%
SB
242
Strategic Blueprint
Georgia
$1.58M +$502K +9,029 +41%
SOS
243
Silver Oak Securities
Tennessee
$1.57M +$1.42M +25,482 +678%
BPA
244
Beacon Pointe Advisors
California
$1.55M -$326K -5,850 -16%
Creative Planning
245
Creative Planning
Kansas
$1.55M -$2.15M -38,720 -56%
APW
246
Aurora Private Wealth
New Jersey
$1.54M +$554K +9,962 +49%
ORC
247
O'Rourke & Company
Massachusetts
$1.53M +$296K +5,310 +22%
HIA
248
Harbor Investment Advisory
Maryland
$1.5M +$63.4K +1,139 +4%
RC
249
Rovin Capital
Arizona
$1.49M +$63.8K +1,146 +4%
MWM
250
Mission Wealth Management
California
$1.49M +$1.09M +19,521 +206%