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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$4.76M -$2.95M -53,267 -39%
AC
352
Apella Capital
Connecticut
$4.76M +$4.65M +83,861 New
MAG
353
Members Advisory Group
New York
$4.73M +$163K +2,951 +4%
ORC
354
O'Rourke & Company
Massachusetts
$4.72M -$53.7K -969 -1%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$4.72M -$4.41M -79,627 -49%
HG
356
Herbst Group
Connecticut
$4.67M -$504K -9,102 -10%
CWP
357
Clark Wealth Partners
Illinois
$4.66M +$188K +3,388 +4%
JPLA
358
Joseph P. Lucia & Associates
New York
$4.63M +$38.9K +703 +0.9%
NEWAS
359
N.E.W. Advisory Services
Wisconsin
$4.59M -$1.28M -23,170 -22%
ACM
360
Allred Capital Management
Texas
$4.59M +$295K +5,331 +7%
PWM
361
Perigon Wealth Management
California
$4.59M +$1.22M +22,061 +38%
LI
362
LifeWealth Investments
Florida
$4.57M +$791K +14,277 +22%
GF
363
Gries Financial
Ohio
$4.54M -$5.04K -91 -0.1%
CA
364
Calton & Associates
Florida
$4.53M +$378K +6,832 +9%
AWA
365
Arkadios Wealth Advisors
Georgia
$4.53M +$2.11M +38,134 +92%
AFP
366
Ausdal Financial Partners
Iowa
$4.51M +$718K +12,953 +20%
MCWA
367
Meadow Creek Wealth Advisors
Georgia
$4.51M +$179K +3,235 +4%
SWM
368
Silverlake Wealth Management
Vermont
$4.5M +$334K +6,024 +8%
MFS
369
Madrona Financial Services
Washington
$4.5M -$120K -2,162 -3%
SWP
370
Summit Wealth Partners
Florida
$4.48M +$371K +6,690 +9%
CFG
371
Citizens Financial Group
Rhode Island
$4.45M +$866K +15,628 +25%
MFG
372
MidWestOne Financial Group
Iowa
$4.45M -$1.84M -33,133 -30%
AWM
373
Avior Wealth Management
Nebraska
$4.39M -$290K -5,233 -6%
WCFA
374
Walkner Condon Financial Advisors
Wisconsin
$4.35M -$1.29M -23,348 -23%
RFN
375
RDA Financial Network
Iowa
$4.32M +$339K +6,123 +9%