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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$68.5M +$37.9M +687,563 +116%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$67.8M +$5.6M +101,689 +9%
GI
28
Gradient Investments
Minnesota
$65.2M +$2.26M +41,056 +3%
HCPC
29
Hamilton Capital Partners (Canada)
$65.1M -$1.17M -21,249 -2%
FWP
30
FAS Wealth Partners
Kansas
$63.8M +$1.86M +33,756 +3%
RA
31
Rational Advisors
New York
$55.7M +$1.11M +20,137 +2%
Truist Financial
32
Truist Financial
North Carolina
$55.7M -$4.1M -74,463 -7%
AP
33
Americana Partners
Texas
$55.2M +$232K +4,211 +0.6%
AWM
34
AE Wealth Management
Kansas
$53.6M +$664K +12,059 +1%
LPL Financial
35
LPL Financial
California
$52M +$4.76M +86,394 +10%
MAWA
36
Moss Adams Wealth Advisors
Washington
$50.1M +$1.2M +21,695 +2%
CA
37
Cetera Advisors
Colorado
$49.4M +$9.29M +168,516 +22%
LGA
38
Lebenthal Global Advisors
New York
$47.6M -$361K -6,548 -0.7%
CT
39
Cambridge Trust
Massachusetts
$42M -$112K -2,038 -0.3%
NYLIM
40
New York Life Investment Management
New York
$41.8M -$2.55M -46,208 -6%
AF
41
Allworth Financial
California
$39M +$1.58M +28,638 +4%
CAI
42
Capital Advisors Inc
Oklahoma
$38.5M +$5.87M +106,571 +17%
AUB
43
Atlantic Union Bankshares
Virginia
$38.4M +$74.4K +1,351 +0.2%
LJCM
44
Lee Johnson Capital Management
Texas
$37.5M -$9.45M -171,504 -20%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$37.2M +$3.23M +58,689 +9%
NA
46
Nottingham Advisors
New York
$37.2M +$615K +11,167 +1%
BCM
47
Brookstone Capital Management
Illinois
$36.7M +$3.61M +65,480 +10%
AWS
48
Atria Wealth Solutions
New York
$36.1M +$932K +16,922 +3%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$34.8M +$6.03M +109,408 +20%
CIA
50
Capital Investment Advisors
Georgia
$34.7M +$2.89M +52,438 +9%