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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Avior Wealth Management
Nebraska
$5.79M +$1.38M +24,224 +31%
EFS
302
Essex Financial Services
Connecticut
$5.77M -$89.2K -1,570 -2%
GMFG
303
Greater Midwest Financial Group
Minnesota
$5.72M +$245K +4,311 +4%
CWG
304
Cornerstone Wealth Group
North Carolina
$5.72M +$63.9K +1,125 +1%
CFA
305
Cahill Financial Advisors
Minnesota
$5.71M -$267K -4,706 -4%
KFP
306
KMG Fiduciary Partners
Ohio
$5.65M +$267K +4,707 +5%
TCMP
307
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.62M +$401K +7,070 +8%
BAAM
308
Baker Avenue Asset Management
California
$5.6M -$3.21M -56,505 -37%
AssetMark Inc
309
AssetMark Inc
California
$5.56M +$730K +12,854 +15%
SPC
310
Spirepoint Private Client
Florida
$5.54M +$5.51M +96,984 New
T
311
Tableaux
Massachusetts
$5.5M +$1.74M +30,658 +47%
TGAM
312
TBH Global Asset Management
Tennessee
$5.47M +$5.44M +95,755 New
SM
313
Stonegate Management
Illinois
$5.42M +$5.39M +94,877 New
Corient Private Wealth
314
Corient Private Wealth
Florida
$5.39M -$454K -7,993 -8%
FIA
315
Foundations Investment Advisors
Arizona
$5.28M -$13.9M -244,049 -73%
EBWM
316
Eagle Bluffs Wealth Management
Missouri
$5.24M +$133K +2,346 +3%
JTF
317
J. Team Financial
Texas
$5.23M +$5.2M +91,513 New
UIA
318
Ulland Investment Advisors
Minnesota
$5.2M -$147K -2,596 -3%
SFWA
319
Summit Financial Wealth Advisors
Louisiana
$5.2M +$307K +5,412 +6%
GAM
320
Gotham Asset Management
New York
$5.19M +$71.4K +1,257 +1%
2WWM
321
21 West Wealth Management
California
$5.18M +$78.9K +1,390 +2%
PF
322
Penney Financial
Texas
$5.17M +$235K +4,138 +5%
MWA
323
Merkkuri Wealth Advisors
New York
$5.13M +$313K +5,517 +7%
EWM
324
Evermay Wealth Management
Virginia
$5.07M -$574K -10,115 -10%
FWM
325
Focused Wealth Management
New York
$5.07M +$59.3K +1,045 +1%