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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
351
U.S. Capital Wealth Advisors
Texas
$4.91M +$508K +8,732 +11%
BRWM
352
Blue Rock Wealth Management
North Carolina
$4.88M +$272K +4,668 +6%
EFS
353
Essex Financial Services
Connecticut
$4.88M +$565K +9,718 +13%
JTF
354
J. Team Financial
Texas
$4.86M -$460K -7,915 -8%
CA
355
Claro Advisors
Massachusetts
$4.84M +$168K +2,888 +3%
Envestnet Portfolio Solutions
356
Envestnet Portfolio Solutions
Illinois
$4.82M -$3.63M -62,439 -42%
TWM
357
Troutman Wealth Management
Pennsylvania
$4.7M +$128K +2,203 +3%
CWP
358
Clark Wealth Partners
Illinois
$4.7M +$218K +3,740 +5%
SFG
359
Snider Financial Group
Washington
$4.7M +$262K +4,508 +6%
KIG
360
Kennedy Investment Group
New Jersey
$4.67M +$22.9K +393 +0.5%
SWP
361
Summit Wealth Partners
Florida
$4.66M +$94.5K +1,625 +2%
AC
362
AlphaCore Capital
California
$4.62M +$254K +4,362 +6%
2WWM
363
21 West Wealth Management
California
$4.61M -$278K -4,787 -6%
OIA
364
OneDigital Investment Advisors
Kansas
$4.6M +$2.67M +45,936 +130%
SFS
365
Sowell Financial Services
Arkansas
$4.58M +$593K +10,185 +14%
WP
366
Wealthspan Partners
Iowa
$4.57M +$213K +3,665 +5%
BIS
367
BG Investment Services
Guam
$4.57M +$2.31M +39,681 +97%
OBWG
368
Onyx Bridge Wealth Group
New York
$4.56M +$193K +3,313 +4%
FFWA
369
FRG Family Wealth Advisors
Washington
$4.56M -$257K -4,421 -5%
T
370
TrustBank
Illinois
$4.53M +$600K +10,308 +15%
RGF
371
Retirement Guys Formula
Ohio
$4.5M +$250K +4,290 +6%
IAS
372
Insigneo Advisory Services
Florida
$4.5M +$167K +2,876 +4%
IA
373
Inspire Advisors
Idaho
$4.5M +$664K +11,416 +17%
IFS
374
Integrated Financial Solutions
Virginia
$4.5M +$422K +7,250 +10%
LTL
375
Lowery Thomas LLC
California
$4.49M +$147K +2,527 +3%