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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGP
401
Autumn Glory Partners
Texas
$942K +$481K +8,849 +105%
SEIA
402
Signature Estate & Investment Advisors
California
$923K +$425K +7,818 +86%
TFA
403
Teamwork Financial Advisors
Texas
$913K +$910K +16,749 New
RA
404
Rockingstone Advisors
Massachusetts
$901K +$898K +16,535 New
GFP
405
Guardian Financial Partners
California
$885K +$882K +16,238 New
BA
406
Bellwether Advisors
Nebraska
$878K +$632K +11,635 +259%
CWA
407
Clarity Wealth Advisors
California
$878K +$57.5K +1,059 +7%
MA
408
Modus Advisors
Minnesota
$869K +$103K +1,905 +14%
SFG
409
SevenBridge Financial Group
Pennsylvania
$862K +$859K +15,823 New
QA
410
Quantitative Advantage
Minnesota
$857K +$854K +15,733 New
RSWM
411
Robertson Stephens Wealth Management
California
$854K +$200K +3,682 +31%
ACI
412
Alpha Cubed Investments
California
$841K -$71.1K -1,310 -8%
SWP
413
Strategic Wealth Partners
Ohio
$840K +$838K +15,423 New
William Blair & Company
414
William Blair & Company
Illinois
$826K +$311K +5,729 +61%
PCM
415
Parsons Capital Management
Rhode Island
$797K +$173K +3,181 +28%
EL
416
EMFO LLC
Florida
$790K -$163K -3,000 -17%
JPLA
417
Joseph P. Lucia & Associates
New York
$763K +$761K +14,008 New
HTC
418
Haverford Trust Company
Pennsylvania
$753K -$29.2K -537 -4%
WAM
419
WNY Asset Management
New York
$743K +$741K +13,637 New
AWS
420
AJ Wealth Strategies
New York
$739K +$7.44K +137 +1%
DIA
421
Dana Investment Advisors
Wisconsin
$733K +$517K +9,523 +242%
ACM
422
AlphaStar Capital Management
North Carolina
$722K +$1.72M +31,665 +247%
AMM
423
American Money Management
California
$720K -$1.52K -28 -0.2%
FWA
424
Freedom Wealth Alliance
Wisconsin
$719K +$716K +13,189 New
EWM
425
EPG Wealth Management
Georgia
$706K +$281K +5,177 +67%