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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Weinberger Asset Management
California
$3.93M +$221K +3,722 +6%
SWM
402
StoneCrest Wealth Management
Arizona
$3.91M +$222K +3,732 +6%
GSEP
403
Golden State Equity Partners
California
$3.91M +$320K +5,383 +9%
RFN
404
RDA Financial Network
Iowa
$3.9M +$49.5K +834 +1%
IPA
405
Investment Planning Advisors
Georgia
$3.89M +$39.6K +667 +1%
SFG
406
Snider Financial Group
Washington
$3.87M +$13.8K +233 +0.3%
AQR Capital Management
407
AQR Capital Management
Connecticut
$3.81M +$3.23M +54,446 +464%
CPL
408
CAP Partners LLC
Tennessee
$3.78M +$688K +11,595 +21%
FF
409
Fairway Financial
Florida
$3.72M +$3.84M +64,683 New
WKWM
410
Walter & Keenan Wealth Management
Indiana
$3.72M +$889K +14,969 +30%
CWP
411
Clark Wealth Partners
Illinois
$3.72M +$3.84M +64,592 New
SMC
412
Smith, Moore & Co
Missouri
$3.68M +$91.5K +1,541 +2%
SFG
413
SevenBridge Financial Group
Pennsylvania
$3.66M -$632K -10,645 -15%
GWM
414
Greenwich Wealth Management
Connecticut
$3.65M +$849K +14,295 +29%
LAM
415
Lifestyle Asset Management
Texas
$3.64M +$125K +2,100 +3%
EWA
416
Evolution Wealth Advisors
Florida
$3.63M +$512K +8,631 +16%
SW
417
SlateStone Wealth
Florida
$3.61M +$4.1K +69 +0.1%
4A
418
4Wealth Advisors
Illinois
$3.6M +$3.71M +62,551 New
FFP
419
FourThought Financial Partners
Florida
$3.59M +$4.51K +76 +0.1%
AC
420
AIFG Consultants
New York
$3.57M -$6.8M -114,550 -65%
IP
421
Ignite Planners
California
$3.57M +$19.5K +328 +0.5%
ICP
422
Interchange Capital Partners
Pennsylvania
$3.56M -$97.9K -1,649 -3%
DOA
423
D'Orazio & Associates
Virginia
$3.55M -$55.1K -928 -1%
WC
424
Weil Company
California
$3.55M +$927K +15,606 +34%
JFG
425
Jefferies Financial Group
New York
$3.53M +$49.8K +838 +1%