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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
326
Krilogy Financial
Missouri
$4.31M +$628K +11,110 +17%
CFA
327
Cahill Financial Advisors
Minnesota
$4.28M +$1.45M +25,579 +51%
HT
328
Heritage Trust
Oklahoma
$4.26M -$92.3K -1,632 -2%
BFG
329
Bleakley Financial Group
New Jersey
$4.21M +$262K +4,640 +7%
CWG
330
Cornerstone Wealth Group
North Carolina
$4.19M +$92.3K +1,631 +2%
PGAM
331
Princeton Global Asset Management
New Jersey
$4.17M +$236K +4,176 +6%
MAS
332
Meeder Advisory Services
Ohio
$4.14M +$927K +16,388 +29%
FWM
333
Focused Wealth Management
New York
$4.12M +$215K +3,795 +6%
MAM
334
Milestone Asset Management
Pennsylvania
$4.12M +$435K +7,692 +12%
JPLA
335
Joseph P. Lucia & Associates
New York
$4.06M +$335K +5,916 +9%
LWM
336
Lionsbridge Wealth Management
Florida
$4.01M -$89K -1,573 -2%
PPWM
337
Perissos Private Wealth Management
Oklahoma
$4M +$679K +12,009 +20%
RJT
338
Raymond James Trust
Florida
$4M +$424K +7,501 +12%
H
339
HoyleCohen
California
$3.97M +$819K +14,484 +26%
SFG
340
SevenBridge Financial Group
Pennsylvania
$3.96M +$334K +5,904 +9%
CWA
341
Consilium Wealth Advisory
Texas
$3.95M -$296K -5,229 -7%
WFAG
342
Worth Financial Advisory Group
North Carolina
$3.92M +$117K +2,060 +3%
FA
343
Fermata Advisors
California
$3.91M +$422K +7,468 +12%
GMFG
344
Greater Midwest Financial Group
Minnesota
$3.9M -$12.7M -223,701 -77%
RSWM
345
Robertson Stephens Wealth Management
California
$3.84M +$1.72M +30,408 +81%
AssetMark Inc
346
AssetMark Inc
California
$3.83M +$866K +15,310 +29%
RFN
347
RDA Financial Network
Iowa
$3.81M +$256K +4,518 +7%
DOA
348
D'Orazio & Associates
Virginia
$3.8M +$98.2K +1,736 +3%
IPA
349
Investment Planning Advisors
Georgia
$3.79M +$3.79M +66,919 New
ACM
350
Allred Capital Management
Texas
$3.78M +$235K +4,156 +7%