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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$109M +$16.2M +278,868 +17%
KAS
27
Kestra Advisory Services
Texas
$104M -$8.2M -140,907 -7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$101M -$6.72M -115,588 -6%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$97.1M -$2.43M -41,775 -2%
FFA
30
First Foundation Advisors
California
$89.3M +$3.78M +64,995 +4%
CAI
31
Capital Advisors Inc
Oklahoma
$87.5M +$25.5M +438,076 +40%
EG
32
Enstar Group
Bermuda
$87.2M
FWP
33
FAS Wealth Partners
Kansas
$86.7M -$1.31M -22,469 -1%
HC
34
Hamilton Capital
Ohio
$80.5M +$4.4M +75,594 +6%
PCG
35
Prosperity Consulting Group
Maryland
$77.7M +$5.29M +90,875 +7%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$77.6M -$16.5M -283,229 -17%
AF
37
Allworth Financial
California
$73.3M +$3.9M +67,057 +5%
AUB
38
Atlantic Union Bankshares
Virginia
$72.5M +$15.3M +262,699 +26%
CA
39
Clearstead Advisors
Ohio
$70M -$3.79M -65,200 -5%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$61.6M +$4.28M +73,547 +7%
SPIA
41
Steward Partners Investment Advisory
New York
$58.8M +$1.67M +28,708 +3%
Franklin Resources
42
Franklin Resources
California
$57.1M +$583K +10,021 +1%
Truist Financial
43
Truist Financial
North Carolina
$56.4M +$2.03M +34,886 +4%
CSP
44
Cary Street Partners
Virginia
$55.3M +$2.72M +46,732 +5%
TCM
45
Traynor Capital Management
Pennsylvania
$55.3M +$3.26M +55,988 +6%
SWM
46
SHP Wealth Management
Massachusetts
$53.4M +$11.2M +192,704 +26%
PFPG
47
Pinnacle Financial Partners (Georgia)
Georgia
$52.5M -$144K -2,478 -0.3%
FWM
48
Foguth Wealth Management
Michigan
$51.5M +$42M +722,490 +367%
BCM
49
Brookstone Capital Management
Illinois
$51.1M +$2.47M +42,508 +5%
HIP
50
HUB Investment Partners
Texas
$47.4M +$6.46M +111,039 +15%