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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NewEdge Wealth
226
NewEdge Wealth
Pennsylvania
$7.94M +$5.82M +103,247 +263%
LSPW
227
Lake Street Private Wealth
Illinois
$7.9M +$656K +11,640 +9%
EBWM
228
Eagle Bluffs Wealth Management
Missouri
$7.82M -$22.5K -400 -0.3%
Howard Capital Management
229
Howard Capital Management
Georgia
$7.66M +$867K +15,381 +13%
ZIMP
230
Zimmermann Investment Management & Planning
Pennsylvania
$7.58M +$328K +5,831 +5%
LPT
231
Legacy Private Trust
Wisconsin
$7.58M +$190K +3,366 +3%
PWM
232
Prentice Wealth Management
New York
$7.57M +$275K +4,886 +4%
Cerity Partners
233
Cerity Partners
New York
$7.56M +$1.21M +21,499 +20%
CW
234
Channel Wealth
California
$7.53M +$3.37M +59,762 +85%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$7.35M +$958K +17,004 +15%
RFS
236
Retirement Financial Solutions
Tennessee
$7.34M +$93.6K +1,662 +1%
Principal Securities
237
Principal Securities
Iowa
$7.33M +$2.37M +42,140 +50%
CA
238
Cambridge Advisors
Nebraska
$7.28M +$938K +16,644 +15%
ASFA
239
All Season Financial Advisors
Colorado
$7.25M +$2.18M +38,660 +45%
Oppenheimer & Co
240
Oppenheimer & Co
New York
$7.18M +$1.02M +18,152 +17%
AWM
241
Aprio Wealth Management
Georgia
$7.1M +$1.25M +22,255 +22%
SCA
242
Snowden Capital Advisors
New York
$7.09M +$4.1M +72,848 +146%
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$7.05M -$1.22M -21,688 -15%
VAM
244
Vienna Asset Management
California
$6.92M -$1.7M -30,172 -20%
MTWM
245
Masso Torrence Wealth Management
New Jersey
$6.87M +$555K +9,856 +9%
WCFA
246
Walkner Condon Financial Advisors
Wisconsin
$6.86M -$690K -12,256 -9%
William Blair & Company
247
William Blair & Company
Illinois
$6.72M +$1.11M +19,731 +20%
BAG
248
Bridgewealth Advisory Group
California
$6.67M +$4.11M +73,031 +173%
GWA
249
GGM Wealth Advisors
Maryland
$6.65M +$544K +9,662 +9%
RCA
250
Resonant Capital Advisors
Wisconsin
$6.6M +$518K +9,194 +9%