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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHF
301
Safe Harbor Fiduciary
Florida
$5.69M +$5.67M +99,361 New
FWM
302
Focused Wealth Management
New York
$5.68M +$597K +10,455 +12%
TFA
303
Teamwork Financial Advisors
Texas
$5.65M -$22.4M -391,634 -80%
BEI
304
Benjamin Edwards Inc
Missouri
$5.64M -$1.65M -28,828 -23%
CDWM
305
Campbell Deegan Wealth Management
Virginia
$5.62M +$618K +10,829 +12%
PF
306
Penney Financial
Texas
$5.6M +$418K +7,325 +8%
SCS
307
Southern Capital Services
Alabama
$5.58M +$5.56M +97,407 New
SAM
308
Smartleaf Asset Management
Massachusetts
$5.52M +$1.6M +28,096 +42%
PWP
309
Principle Wealth Partners
Connecticut
$5.45M -$941K -16,487 -15%
IASG
310
Investment Advisory Services Group
Florida
$5.43M +$5.41M +94,783 New
ACM
311
Allred Capital Management
Texas
$5.41M +$585K +10,243 +12%
Natixis Advisors
312
Natixis Advisors
Massachusetts
$5.41M +$2.55M +44,600 +89%
JTF
313
J. Team Financial
Texas
$5.36M +$122K +2,128 +2%
GVAG
314
Great Valley Advisor Group
Delaware
$5.35M -$12.4M -217,260 -70%
TP
315
Thayer Partners
Pennsylvania
$5.31M +$5.29M +92,708 New
Citadel Advisors
316
Citadel Advisors
Florida
$5.23M +$4.08M +71,450 +358%
PWM
317
Perigon Wealth Management
California
$5.23M +$529K +9,265 +11%
PAA
318
Peregrine Asset Advisers
Oregon
$5.22M +$5.21M +91,234 New
AAS
319
Asset Allocation Strategies
Michigan
$5.18M +$276K +4,827 +6%
GAM
320
Gotham Asset Management
New York
$5.15M -$46.2K -809 -0.9%
TNB
321
Thomasville National Bank
Georgia
$5.15M +$207K +3,632 +4%
KWM
322
KFG Wealth Management
Indiana
$5.13M +$909K +15,927 +22%
UIA
323
Ulland Investment Advisors
Minnesota
$5.13M -$91K -1,593 -2%
MWA
324
Merkkuri Wealth Advisors
New York
$5.12M -$25.9K -453 -0.5%
FA
325
Flagstar Advisors
New York
$5.05M +$135K +2,370 +3%