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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
226
New England Private Wealth Advisors
Massachusetts
$3.59M +$3.12M +57,435 +678%
RIA
227
Realta Investment Advisors
Delaware
$3.55M +$109K +2,001 +3%
KFP
228
KMG Fiduciary Partners
Ohio
$3.53M +$262K +4,828 +8%
CAM
229
Cresset Asset Management
Illinois
$3.52M +$1.09M +20,002 +46%
MWM
230
Mission Wealth Management
California
$3.51M +$1.93M +35,462 +122%
DE
231
Day & Ennis
Georgia
$3.45M -$252K -4,631 -7%
PCM
232
Pennsylvania Capital Management
Pennsylvania
$3.45M -$510K -9,388 -13%
WWM
233
Windsor Wealth Management
Indiana
$3.42M +$1.21M +22,318 +56%
MIC
234
Means Investment Company
Maine
$3.29M -$266K -4,903 -8%
DC
235
Davenport & Co
Virginia
$3.28M +$737K +13,577 +29%
RC
236
Rovin Capital
Arizona
$3.27M +$1.68M +30,946 +107%
CWG
237
Cornerstone Wealth Group
North Carolina
$3.26M +$3.24M +59,742 New
CF
238
Centaurus Financial
California
$3.24M -$951K -17,519 -23%
VAS
239
Vestmark Advisory Solutions
Massachusetts
$3.23M +$92.4K +1,702 +3%
PWM
240
Perigon Wealth Management
California
$3.21M +$514K +9,458 +19%
SWMP
241
Signature Wealth Management Partners
New Jersey
$3.21M +$2.42M +44,537 +310%
BFG
242
Bleakley Financial Group
New Jersey
$3.18M +$3.17M +58,285 New
TFS
243
Thoroughbred Financial Services
Tennessee
$3.12M +$814K +14,997 +36%
HWM
244
HB Wealth Management
Georgia
$3.11M -$26K -479 -0.8%
AI
245
Atria Investments
North Carolina
$3.1M -$540K -9,938 -15%
WAM
246
Weinberger Asset Management
California
$3.08M +$270K +4,974 +10%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$3.04M -$30.8K -568 -1%
MWM
248
Mascoma Wealth Management
New Hampshire
$2.98M +$123K +2,256 +4%
AP
249
Appleton Partners
Massachusetts
$2.94M +$1.6M +29,505 +121%
CRWM
250
Castle Rock Wealth Management
California
$2.9M +$971K +17,880 +52%