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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
$88.4M -$8.28M -146,403 -9%
EG
27
Enstar Group
Bermuda
$87.2M -$5.04M -89,110 -5%
LPL Financial
28
LPL Financial
California
$84.1M +$2.68M +47,371 +3%
FFA
29
First Foundation Advisors
California
$79.9M +$11.7M +206,732 +17%
FWP
30
FAS Wealth Partners
Kansas
$77.5M +$3.34M +59,066 +5%
CWS
31
Confluence Wealth Services
Pennsylvania
$71.8M +$5.41M +95,731 +8%
CA
32
Clearstead Advisors
Ohio
$69.4M +$1.83M +32,265 +3%
AWS
33
Atria Wealth Solutions
New York
$63.6M +$16.6M +292,802 +35%
AF
34
Allworth Financial
California
$60.6M +$1.63M +28,863 +3%
KAS
35
Kestra Advisory Services
Texas
$54.4M +$7.46M +131,936 +16%
CIA
36
Capital Investment Advisors
Georgia
$54.1M +$9.68M +171,145 +22%
LGA
37
Lebenthal Global Advisors
New York
$52.3M +$160K +2,823 +0.3%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$51.6M +$3.22M +56,928 +7%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$49.5M +$3.73M +65,959 +8%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$47.4M -$14.3M -253,402 -23%
Truist Financial
41
Truist Financial
North Carolina
$46.6M +$892K +15,763 +2%
GI
42
Gradient Investments
Minnesota
$46.5M +$29.7M +524,261 +177%
AAS
43
Avantax Advisory Services
Texas
$45.7M +$1.53M +26,972 +3%
NA
44
Nottingham Advisors
New York
$45M +$1.34M +23,642 +3%
RA
45
Rational Advisors
New York
$43.9M -$2.74M -48,435 -6%
CAI
46
Capital Advisors Inc
Oklahoma
$43.7M +$1.2M +21,280 +3%
BCM
47
Brookstone Capital Management
Illinois
$40.7M -$876K -15,482 -2%
SPIA
48
Steward Partners Investment Advisory
New York
$40M +$6.09M +107,626 +18%
4WM
49
49 Wealth Management
Texas
$38.1M +$11.8M +207,834 +44%
OC
50
Oakworth Capital
Alabama
$37M +$3.7M +65,501 +11%