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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
276
Lake Street Private Wealth
Illinois
$6.8M -$290K -5,086 -4%
SWM
277
Selective Wealth Management
Virginia
$6.79M -$1.64M -28,751 -20%
HNB
278
Huntington National Bank
Ohio
$6.66M
DWP
279
Daymark Wealth Partners
Ohio
$6.59M +$39.9K +699 +0.6%
CFSG
280
Community Financial Services Group
Vermont
$6.55M -$98.8K -1,731 -1%
KFP
281
KMG Fiduciary Partners
Ohio
$6.45M +$779K +13,643 +14%
CA
282
Continuum Advisory
Idaho
$6.27M -$426K -7,455 -6%
SFWA
283
Summit Financial Wealth Advisors
Louisiana
$6.25M +$1.01M +17,608 +19%
SW
284
SMART Wealth
Nebraska
$6.23M +$90.7K +1,588 +1%
SAA
285
Southeast Asset Advisors
Georgia
$6.19M +$325K +5,700 +6%
SWM
286
Spire Wealth Management
Virginia
$6.17M +$157K +2,743 +3%
PPWM
287
Perissos Private Wealth Management
Oklahoma
$6.16M -$134K -2,353 -2%
HWA
288
Heritage Wealth Architects
Minnesota
$6.11M -$666K -11,671 -10%
VWM
289
Vivid Wealth Management
Iowa
$6.09M +$97.5K +1,707 +2%
CWG
290
Cornerstone Wealth Group
North Carolina
$6.06M +$329K +5,767 +6%
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$6.04M +$1.87M +32,770 +45%
LFAS
292
Level Four Advisory Services
Texas
$6.03M +$1.49M +26,108 +33%
IPAM
293
Investment Partners Asset Management
New Jersey
$6.01M +$990K +17,332 +20%
EIP
294
Ellis Investment Partners
Pennsylvania
$6.01M -$1.94M -33,923 -24%
PAG
295
Private Advisor Group
New Jersey
$5.94M -$2.6M -45,474 -30%
V
296
VeraBank
Texas
$5.9M -$1.56M -27,246 -21%
ABWM
297
Alpine Bank Wealth Management
Colorado
$5.84M -$405K -7,085 -6%
LJCM
298
Lee Johnson Capital Management
Texas
$5.8M -$2.15M -37,599 -27%
EBWM
299
Eagle Bluffs Wealth Management
Missouri
$5.76M +$461K +8,071 +9%
CFA
300
Cahill Financial Advisors
Minnesota
$5.71M -$18.9K -331 -0.3%