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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$85.9M -$5.45M -93,533 -6%
KAS
27
Kestra Advisory Services
Texas
$85.4M +$10M +172,310 +13%
CA
28
Clearstead Advisors
Ohio
$85M +$4.88M +83,720 +6%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$82.2M +$4.22M +72,401 +5%
FWP
30
FAS Wealth Partners
Kansas
$80.9M +$5.86M +100,553 +8%
AWS
31
Atria Wealth Solutions
New York
$77.8M +$5.8M +99,622 +8%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$72.2M +$2.98M +51,227 +4%
RCM
33
Requisite Capital Management
Texas
$71.9M -$4.96M -85,158 -6%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$69.7M +$8.5M +145,917 +14%
AAS
35
Avantax Advisory Services
Texas
$68.2M +$12.2M +209,915 +21%
Franklin Resources
36
Franklin Resources
California
$63.5M +$1.23M +21,126 +2%
AF
37
Allworth Financial
California
$61.8M -$2.17M -37,270 -3%
CAI
38
Capital Advisors Inc
Oklahoma
$58.6M +$8.95M +153,653 +18%
AWM
39
Apollon Wealth Management
South Carolina
$56.9M +$13.2M +226,456 +29%
CSP
40
Cary Street Partners
Virginia
$54.4M +$1.22M +21,001 +2%
PCIA
41
Prime Capital Investment Advisors
Kansas
$53.5M +$24.9M +426,917 +84%
Truist Financial
42
Truist Financial
North Carolina
$51M +$4.27M +73,211 +9%
SPIA
43
Steward Partners Investment Advisory
New York
$49.6M +$5.16M +88,500 +11%
BCM
44
Brookstone Capital Management
Illinois
$45.4M +$2.05M +35,265 +5%
SSB
45
Sandy Spring Bank
Maryland
$44M +$2.09M +35,821 +5%
PCG
46
Prosperity Consulting Group
Maryland
$43.7M +$3.14M +53,857 +8%
TFA
47
Teamwork Financial Advisors
Texas
$43.1M +$7.37M +126,500 +20%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$41.8M +$2.75M +47,205 +7%
PA
49
Pinnacle Associates
New York
$38.8M +$2.76M +47,310 +7%
HIP
50
HUB Investment Partners
Texas
$38.4M +$5.91M +101,384 +18%