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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
276
Evermay Wealth Management
Virginia
$6.33M -$298K -5,184 -5%
KFP
277
KMG Fiduciary Partners
Ohio
$6.32M -$581K -10,107 -9%
SWM
278
SeaCrest Wealth Management
New York
$6.31M +$212K +3,690 +4%
SWA
279
Stratos Wealth Advisors
Ohio
$6.29M +$58.1K +1,010 +1%
MC
280
Moors & Cabot
Massachusetts
$6.29M -$105K -1,817 -2%
CW
281
Channel Wealth
California
$6.2M +$39.3K +684 +0.7%
WC
282
Waterloo Capital
Texas
$6.16M -$458K -7,960 -7%
BAM
283
Belpointe Asset Management
Nevada
$6.12M +$1.24M +21,541 +26%
GSIAS
284
Garden State Investment Advisory Services
New Jersey
$6.06M +$401K +6,973 +7%
MA
285
MBA Advisors
Pennsylvania
$6.06M +$126K +2,187 +2%
LWA
286
Lowe Wealth Advisors
Maryland
$6.02M +$207K +3,600 +4%
VWM
287
Vivid Wealth Management
Iowa
$6.01M +$918K +15,958 +19%
TW
288
TrinityPoint Wealth
Connecticut
$6M +$6.16K +107 +0.1%
MA
289
MJP Associates
Connecticut
$5.99M +$192K +3,334 +3%
AO
290
Advisor OS
Illinois
$5.99M +$320K +5,571 +6%
MAC
291
Mason & Associates (California)
California
$5.98M +$2.65M +46,010 +84%
EWM
292
Executive Wealth Management
Michigan
$5.95M +$474K +8,233 +9%
PFPT
293
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.95M -$79.6K -1,384 -1%
KIG
294
Kennedy Investment Group
New Jersey
$5.81M +$446K +7,759 +9%
CB
295
Cadence Bank
Mississippi
$5.81M +$592K +10,285 +12%
CAWM
296
Capital Advisors Wealth Management
Washington
$5.8M -$176K -3,067 -3%
DIM
297
Delta Investment Management
California
$5.77M +$966K +16,790 +21%
TNB
298
Thomasville National Bank
Georgia
$5.75M +$136K +2,367 +3%
PA
299
Procyon Advisors
Connecticut
$5.75M +$64.1K +1,115 +1%
EFS
300
Essex Financial Services
Connecticut
$5.71M -$98.9K -1,719 -2%