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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$115M +$11.1M +197,071 +11%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$107M +$6.15M +108,819 +6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$95.8M -$1.01M -17,883 -1%
FWP
29
FAS Wealth Partners
Kansas
$94.1M +$7.69M +136,080 +9%
FFA
30
First Foundation Advisors
California
$88.6M -$424K -7,512 -0.5%
EG
31
Enstar Group
Bermuda
$86.9M
HC
32
Hamilton Capital
Ohio
$82.4M +$2.21M +39,109 +3%
AUB
33
Atlantic Union Bankshares
Virginia
$79.4M +$7.14M +126,438 +10%
PCG
34
Prosperity Consulting Group
Maryland
$79.1M +$1.71M +30,324 +2%
AF
35
Allworth Financial
California
$76.4M +$3.3M +58,356 +5%
CA
36
Clearstead Advisors
Ohio
$70.2M +$444K +7,859 +0.6%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$66.1M +$4.65M +82,406 +8%
NA
38
NewEdge Advisors
Louisiana
$62M +$18M +318,923 +41%
SWM
39
SHP Wealth Management
Massachusetts
$59.1M +$5.95M +105,345 +11%
TCM
40
Traynor Capital Management
Pennsylvania
$59M +$2.9M +51,259 +5%
Franklin Resources
41
Franklin Resources
California
$57.8M +$886K +15,684 +2%
FWM
42
Foguth Wealth Management
Michigan
$56.3M +$4.47M +79,223 +9%
SPIA
43
Steward Partners Investment Advisory
New York
$55.9M -$2.77M -49,067 -5%
Truist Financial
44
Truist Financial
North Carolina
$54.4M -$1.76M -31,225 -3%
BPA
45
Beacon Pointe Advisors
California
$51.8M +$11.7M +207,850 +29%
AWM
46
Apollon Wealth Management
South Carolina
$51.5M +$6.06M +107,269 +13%
CSP
47
Cary Street Partners
Virginia
$49.9M -$5.2M -92,044 -9%
PAG
48
Private Advisor Group
New Jersey
$49.4M +$35.1M +621,604 +245%
HIP
49
HUB Investment Partners
Texas
$48.7M +$1.5M +26,613 +3%
KCM
50
Kathmere Capital Management
Pennsylvania
$48.5M +$5.79M +102,595 +14%