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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
251
Peak Financial Advisors
Colorado
$572K +$564K +9,308 New
CWA
252
Clarity Wealth Advisors
California
$571K +$345K +5,703 +158%
PGAM
253
Princeton Global Asset Management
New Jersey
$568K +$560K +9,249 New
IAP
254
Indie Asset Partners
Indiana
$566K -$78.7K -1,300 -12%
WCFA
255
Walkner Condon Financial Advisors
Wisconsin
$562K +$555K +9,159 New
SC
256
Scotia Capital
Ontario, Canada
$560K -$2.4M -39,633 -81%
SB
257
Strategic Blueprint
Georgia
$555K -$95.1K -1,570 -15%
EL
258
EMFO LLC
Florida
$553K +$272K +4,500 +100%
William Blair & Company
259
William Blair & Company
Illinois
$547K +$53.2K +878 +11%
PFP
260
Paragon Financial Partners
California
$539K +$51.3K +848 +11%
PPWM
261
Paragon Private Wealth Management
Kentucky
$526K +$10.1K +167 +2%
PCM
262
Parsons Capital Management
Rhode Island
$508K +$102K +1,685 +26%
CCFM
263
Clear Creek Financial Management
Washington
$508K +$153K +2,525 +44%
LFGH
264
Lee Financial Group Hawaii
Hawaii
$498K +$79.1K +1,307 +19%
IC
265
Inverness Counsel
New York
$496K – – –
SAM
266
Seelaus Asset Management
New Jersey
$492K +$18.2K +300 +4%
ACM
267
Ategra Capital Management
Virginia
$490K – – –
Cerity Partners
268
Cerity Partners
New York
$488K +$69K +1,139 +17%
NL
269
NWAM LLC
Washington
$481K +$474K +7,827 New
PFA
270
Plotkin Financial Advisors
Maryland
$469K +$159K +2,618 +52%
ASN
271
Advisory Services Network
Georgia
$469K +$193K +3,195 +72%
ANTB
272
AMG National Trust Bank
Colorado
$468K +$170K +2,815 +58%
VWM
273
Vigilare Wealth Management
Arizona
$457K +$451K +7,450 New
SWM
274
Silverlake Wealth Management
Vermont
$448K +$104K +1,717 +31%
LTI
275
Laffer Tengler Investments
Tennessee
$440K +$434K +7,160 New