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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
326
FRG Family Wealth Advisors
Washington
$5.49M +$473K +7,966 +9%
WC
327
Waterloo Capital
Texas
$5.46M -$517K -8,700 -8%
CFA
328
Cahill Financial Advisors
Minnesota
$5.45M +$693K +11,671 +14%
PIWA
329
Prevail Innovative Wealth Advisors
Kansas
$5.44M -$3.06M -51,539 -35%
AF
330
Apexium Financial
Texas
$5.44M +$3.27M +55,018 +141%
KCPT
331
Kingstone Capital Partners Texas
Texas
$5.42M +$5.59M +94,191 New
CIA
332
Concurrent Investment Advisors
Florida
$5.33M +$1.2M +20,260 +28%
WWM
333
Western Wealth Management
Colorado
$5.32M -$59.8K -1,007 -1%
LWM
334
Lionsbridge Wealth Management
Florida
$5.31M +$1.8M +30,234 +49%
TCM
335
Traynor Capital Management
Pennsylvania
$5.25M +$215K +3,626 +4%
BFG
336
Bleakley Financial Group
New Jersey
$5.24M +$497K +8,377 +10%
JCM
337
J2 Capital Management
Michigan
$5.15M +$5.32M +89,574 New
NYLIM
338
New York Life Investment Management
New York
$5.14M -$8.56M -144,220 -62%
HIA
339
Harbor Investment Advisory
Maryland
$5.1M +$506K +8,524 +11%
SCA
340
Sulzberger Capital Advisors
Florida
$5.09M +$5.26M +88,523 New
IF
341
Intrua Financial
Texas
$5.06M +$671K +11,304 +15%
AT
342
American Trust
Kentucky
$5.02M +$5.18M +87,298 New
CIA
343
Caerus Investment Advisors
Texas
$5.02M +$1.65M +27,862 +47%
MAM
344
Milestone Asset Management
Pennsylvania
$5M +$359K +6,045 +7%
CA
345
Continuum Advisory
Idaho
$4.99M +$424K +7,137 +9%
SO
346
Sierra Ocean
California
$4.98M +$5.14M +86,527 New
BEI
347
Benjamin Edwards Inc
Missouri
$4.97M +$2.21M +37,227 +76%
AssetMark Inc
348
AssetMark Inc
California
$4.92M +$966K +16,265 +23%
IPAM
349
Investment Partners Asset Management
New Jersey
$4.9M +$78.7K +1,325 +2%
FWM
350
Focused Wealth Management
New York
$4.86M +$637K +10,727 +15%