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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$86M +$2.01M +34,902 +2%
CWS
27
Confluence Wealth Services
Pennsylvania
$84.3M +$8.59M +149,380 +12%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$83.8M -$13.2M -228,619 -14%
FWP
29
FAS Wealth Partners
Kansas
$83.8M +$2.32M +40,340 +3%
CA
30
Clearstead Advisors
Ohio
$81.6M +$8.43M +146,507 +12%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$81.4M -$11M -191,198 -12%
AF
32
Allworth Financial
California
$68.3M +$4.61M +80,171 +8%
AWS
33
Atria Wealth Solutions
New York
$68M +$1.23M +21,442 +2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$66.4M +$11.8M +205,251 +23%
KAS
35
Kestra Advisory Services
Texas
$64.7M +$7.39M +128,450 +13%
Franklin Resources
36
Franklin Resources
California
$60.7M -$37.9M -659,530 -39%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$56.3M +$4.17M +72,546 +8%
AAS
38
Avantax Advisory Services
Texas
$51.3M +$3.22M +55,893 +7%
EFH
39
Eaton Financial Holdings
Florida
$51.2M +$49.5M +860,396 New
CIA
40
Capital Investment Advisors
Georgia
$50.4M -$6.19M -107,640 -11%
GI
41
Gradient Investments
Minnesota
$50.1M +$1.2M +20,898 +3%
CAI
42
Capital Advisors Inc
Oklahoma
$50M +$3.97M +68,975 +9%
NA
43
Nottingham Advisors
New York
$48.5M +$1.2M +20,867 +3%
SPIA
44
Steward Partners Investment Advisory
New York
$45M +$2.92M +50,734 +7%
BCM
45
Brookstone Capital Management
Illinois
$44.9M +$2.59M +44,993 +6%
Truist Financial
46
Truist Financial
North Carolina
$42M -$6.66M -115,802 -14%
RA
47
Rational Advisors
New York
$39.8M -$6.07M -105,603 -14%
AWM
48
Apollon Wealth Management
South Carolina
$39.7M +$6.34M +110,282 +20%
SSB
49
Sandy Spring Bank
Maryland
$39.5M +$3.85M +67,012 +11%
PCFFS
50
Pacific Center for Financial Services
California
$39.3M +$474K +8,237 +1%