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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
326
Prevail Innovative Wealth Advisors
Kansas
$5.55M +$1.27M +21,777 +29%
AWAU
327
Alliance Wealth Advisors (Utah)
Utah
$5.55M +$2.58M +44,332 +83%
ACM
328
Allred Capital Management
Texas
$5.53M +$175K +3,004 +3%
V
329
VeraBank
Texas
$5.53M -$325K -5,594 -5%
IMC Chicago
330
IMC Chicago
Illinois
$5.52M +$5.66M +97,354 New
PWP
331
Principle Wealth Partners
Connecticut
$5.5M +$108K +1,850 +2%
WWM
332
Western Wealth Management
Colorado
$5.48M +$5.62M +96,678 New
WF
333
WinCap Financial
Massachusetts
$5.37M +$383K +6,591 +7%
Boston Partners
334
Boston Partners
Massachusetts
$5.36M +$566K +9,725 +11%
Northern Trust
335
Northern Trust
Illinois
$5.26M +$4.16M +71,436 +336%
DWP
336
Daymark Wealth Partners
Ohio
$5.23M -$1.33M -22,936 -20%
ORC
337
O'Rourke & Company
Massachusetts
$5.22M +$268K +4,609 +5%
AAS
338
Asset Allocation Strategies
Michigan
$5.18M +$48.1K +827 +0.9%
Corient Private Wealth
339
Corient Private Wealth
Florida
$5.17M -$1.17M -20,190 -14%
MWA
340
Merkkuri Wealth Advisors
New York
$5.09M +$26.9K +462 +0.5%
PAA
341
Peregrine Asset Advisers
Oregon
$5.08M -$98.1K -1,686 -2%
VCM
342
Vavra Capital Management
Pennsylvania
$5.08M +$191K +3,291 +4%
BWM
343
Base Wealth Management
Florida
$5.05M +$664K +11,406 +15%
NEWAS
344
N.E.W. Advisory Services
Wisconsin
$5.02M +$205K +3,524 +4%
UIA
345
Ulland Investment Advisors
Minnesota
$5.01M -$70.4K -1,210 -1%
WWM
346
Whalen Wealth Management
Nevada
$5.01M +$1.35M +23,257 +36%
LI
347
LifeWealth Investments
Florida
$4.98M +$451K +7,747 +10%
FA
348
Flagstar Advisors
New York
$4.95M -$20.4K -350 -0.4%
PWM
349
Perigon Wealth Management
California
$4.94M -$247K -4,242 -5%
TGAM
350
TBH Global Asset Management
Tennessee
$4.93M +$5.06M +87,010 New