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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$78.2M +$45.2M +838,342 +144%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$77.3M -$6.99M -129,614 -8%
FWP
28
FAS Wealth Partners
Kansas
$66.5M +$1.08M +20,075 +2%
LPL Financial
29
LPL Financial
California
$65.7M +$12.1M +223,982 +23%
CA
30
Clearstead Advisors
Ohio
$63.2M -$57.6M -1,068,964 -48%
AWM
31
AE Wealth Management
Kansas
$61M +$4.78M +88,656 +9%
HCPC
32
Hamilton Capital Partners (Canada)
$59M -$7.68M -142,464 -12%
RA
33
Rational Advisors
New York
$53.9M -$3.22M -59,710 -6%
Truist Financial
34
Truist Financial
North Carolina
$53.4M -$3.66M -67,925 -7%
CWS
35
Confluence Wealth Services
Pennsylvania
$52.7M +$30.1M +558,295 +139%
MAWA
36
Moss Adams Wealth Advisors
Washington
$52.5M +$782K +14,505 +2%
CA
37
Cetera Advisors
Colorado
$50.6M -$132K -2,444 -0.3%
LGA
38
Lebenthal Global Advisors
New York
$50.4M +$1.49M +27,665 +3%
AF
39
Allworth Financial
California
$49.5M +$9.25M +171,542 +24%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$44.9M +$10.3M +191,660 +31%
CT
41
Cambridge Trust
Massachusetts
$43.8M +$683K +12,660 +2%
NYLIM
42
New York Life Investment Management
New York
$43.3M +$360K +6,672 +0.9%
AP
43
Americana Partners
Texas
$42.7M -$1.15M -21,394 -3%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$41.6M +$3.28M +60,886 +9%
CIA
45
Capital Investment Advisors
Georgia
$40.9M +$5.09M +94,446 +15%
AUB
46
Atlantic Union Bankshares
Virginia
$40.1M +$715K +13,255 +2%
NA
47
Nottingham Advisors
New York
$40M +$1.72M +31,825 +4%
CAI
48
Capital Advisors Inc
Oklahoma
$39.6M +$114K +2,109 +0.3%
AWS
49
Atria Wealth Solutions
New York
$38.4M +$1.18M +21,947 +3%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$38.3M +$2.59M +48,006 +7%