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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
401
Investment Planning Advisors
Georgia
$3.78M -$84.4K -1,449 -2%
LI
402
LifeWealth Investments
Florida
$3.78M +$1.46M +25,012 +61%
SMC
403
Smith, Moore & Co
Missouri
$3.77M +$112K +1,914 +3%
CA
404
Claro Advisors
Massachusetts
$3.77M +$510K +8,757 +15%
GSEP
405
Golden State Equity Partners
California
$3.77M -$117K -2,001 -3%
PWP
406
Private Wealth Partners
California
$3.74M +$1.7M +29,096 +80%
RFG Advisory
407
RFG Advisory
Alabama
$3.71M +$433K +7,434 +13%
FFP
408
FourThought Financial Partners
Florida
$3.65M +$87.5K +1,502 +2%
FF
409
Fairway Financial
Florida
$3.64M -$52.8K -906 -1%
NC
410
Napatree Capital
Rhode Island
$3.64M +$246K +4,221 +7%
SWP
411
Semus Wealth Partners
Florida
$3.62M +$241K +4,139 +7%
WA
412
Whipplewood Advisors
Colorado
$3.62M -$876K -15,030 -40%
Robertson Stephens Wealth Management
413
Robertson Stephens Wealth Management
California
$3.6M -$323K -5,539 -8%
LHC
414
Little House Capital
Massachusetts
$3.6M +$3.67M +62,918 New
Citizens Financial Group
415
Citizens Financial Group
Rhode Island
$3.58M +$2.35M +40,279 +180%
ICP
416
Interchange Capital Partners
Pennsylvania
$3.57M +$30.5K +524 +0.8%
RFWA
417
RPg Family Wealth Advisory
Massachusetts
$3.54M +$388K +6,654 +12%
GFG
418
Goldstone Financial Group
Illinois
$3.51M -$409K -7,025 -10%
WMA
419
West Michigan Advisors
Michigan
$3.47M +$133K +2,280 +4%
DOA
420
D'Orazio & Associates
Virginia
$3.46M -$67.9K -1,165 -2%
SCA
421
Sulzberger Capital Advisors
Florida
$3.41M -$1.68M -28,915 -33%
Ashton Thomas Private Wealth
422
Ashton Thomas Private Wealth
Arizona
$3.38M -$663K -11,379 -16%
AC
423
AIFG Consultants
New York
$3.36M -$185K -3,172 -5%
BCA
424
Bay Capital Advisors
Virginia
$3.35M +$228K +3,919 +7%
Perigon Wealth Management
425
Perigon Wealth Management
California
$3.35M -$574K -9,853 -14%