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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
276
Windsor Wealth Management
Indiana
$429K +$421K +6,949 New
CT
277
Cambridge Trust
Massachusetts
$428K -$3.39K -56 -0.8%
SFP
278
Sandbox Financial Partners
Maryland
$426K +$129K +2,129 +44%
SWM
279
Stockman Wealth Management
Montana
$415K +$15.1K +250 +4%
UBS Group
280
UBS Group
Switzerland
$413K +$404K +6,669 +11,909%
IIA
281
IPG Investment Advisors
California
$400K +$63.6K +1,050 +19%
HFS
282
Howard Financial Services
Texas
$399K +$393K +6,492 New
IA
283
IAM Advisory
Pennsylvania
$389K -$62.8K -1,037 -14%
VCM
284
Virtue Capital Management
Tennessee
$384K -$26.5K -438 -7%
WMP
285
Wealth Management Partners
Arizona
$377K -$60.5K -1,000 -14%
PAG
286
Private Advisor Group
New Jersey
$375K +$369K +6,100 New
CG
287
Colony Group
Massachusetts
$373K +$368K +6,077 New
EWM
288
EPG Wealth Management
Georgia
$368K +$236K +3,904 +187%
RWM
289
RBA Wealth Management
California
$360K +$23.3K +384 +7%
IWN
290
Independent Wealth Network
Iowa
$359K -$908 -15 -0.3%
AG
291
Ascent Group
Virginia
$355K
BAM
292
Belpointe Asset Management
Nevada
$344K +$61.5K +1,016 +22%
YWP
293
YorkBridge Wealth Partners
New York
$338K
TIA
294
Tiemann Investment Advisors
California
$333K +$3.03K +50 +0.9%
KA
295
Kovack Advisors
Florida
$332K +$21.4K +353 +7%
TW
296
TrinityPoint Wealth
Connecticut
$331K +$327K +5,394 New
Wealthfront Advisers
297
Wealthfront Advisers
California
$329K +$324K +5,357 New
FNBOMD
298
First National Bank of Mount Dora
Florida
$323K +$318K +5,253 New
FHC
299
First Heartland Consultants
Missouri
$319K +$315K +5,201 New
CFG
300
Citizens Financial Group
Rhode Island
$318K +$314K +5,181 New