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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$64.4M +$31.4M +574,499 +97%
FWP
27
FAS Wealth Partners
Kansas
$64M +$4.5M +82,376 +8%
HighTower Advisors
28
HighTower Advisors
Illinois
$63.6M +$10.2M +187,564 +20%
Truist Financial
29
Truist Financial
North Carolina
$61.7M +$7.32M +133,982 +14%
RA
30
Rational Advisors
New York
$56.4M -$660K -12,081 -1%
AWM
31
AE Wealth Management
Kansas
$54.8M +$21.1M +385,749 +64%
CA
32
Clearstead Advisors
Ohio
$52.4M +$8.61M +157,572 +20%
MAWA
33
Moss Adams Wealth Advisors
Washington
$50.6M +$2.01M +36,860 +4%
LGA
34
Lebenthal Global Advisors
New York
$49.5M -$847K -15,502 -2%
LPL Financial
35
LPL Financial
California
$48.9M +$9.35M +171,287 +24%
LJCM
36
Lee Johnson Capital Management
Texas
$48.2M +$11.3M +206,019 +31%
CIA
37
Compass Ion Advisors
Pennsylvania
$45.9M -$4.69M -85,935 -9%
NYLIM
38
New York Life Investment Management
New York
$45.7M +$45.1M +826,750 New
CT
39
Cambridge Trust
Massachusetts
$43.5M +$672K +12,309 +2%
EG
40
Enstar Group
Bermuda
$43.1M +$42.5M +778,348 New
NA
41
Nottingham Advisors
New York
$42.9M +$235K +4,295 +0.6%
AP
42
Americana Partners
Texas
$42M +$30.5M +558,508 +280%
CA
43
Cetera Advisors
Colorado
$41.7M +$3.53M +64,690 +9%
PCIA
44
Prime Capital Investment Advisors
Kansas
$39.6M +$23.3M +426,952 +148%
AUB
45
Atlantic Union Bankshares
Virginia
$39.6M +$2.77M +50,713 +8%
AF
46
Allworth Financial
California
$38.8M +$3.36M +61,585 +10%
ACA
47
Aptus Capital Advisors
Alabama
$37.5M +$1.67M +30,605 +5%
AWS
48
Atria Wealth Solutions
New York
$36.4M +$6.41M +117,301 +22%
OC
49
Oakworth Capital
Alabama
$35.2M +$34.8M +636,968 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$35.2M +$5.05M +92,502 +17%