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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Mascoma Wealth Management
New Hampshire
$1.65M -$889K -16,489 -35%
FPB
502
First PREMIER Bank
South Dakota
$1.63M -$173K -3,200 -10%
SCA
503
Scott Capital Advisors
Oregon
$1.62M +$182K +3,374 +13%
RIA
504
Realta Investment Advisors
Delaware
$1.62M -$1.89M -35,093 -54%
MWM
505
Mission Wealth Management
California
$1.62M -$423K -7,852 -21%
MWA
506
Moser Wealth Advisors
Washington
$1.6M +$32.4K +600 +2%
KA
507
Kovack Advisors
Florida
$1.6M -$196K -3,642 -11%
TCWM
508
Total Clarity Wealth Management
Illinois
$1.6M -$169K -3,137 -10%
EM
509
ELCO Management
New York
$1.59M
SW
510
SkyOak Wealth
Michigan
$1.56M +$768K +14,244 +100%
FFN
511
Focus Financial Network
Minnesota
$1.56M +$1.17M +21,717 +335%
BMCM
512
Bryn Mawr Capital Management
Pennsylvania
$1.56M -$262K -4,850 -15%
TCA
513
Transcend Capital Advisors
New Jersey
$1.56M -$222K -4,111 -13%
LB
514
Legacy Bridge
Iowa
$1.55M -$116K -2,150 -7%
HSA
515
HBK Sorce Advisory
Pennsylvania
$1.54M -$465K -8,615 -23%
LA
516
LexAurum Advisors
Kansas
$1.53M +$18K +333 +1%
Lido Advisors
517
Lido Advisors
California
$1.52M +$235K +4,362 +19%
IFWM
518
Institute for Wealth Management
Colorado
$1.51M +$143K +2,653 +11%
XSC
519
X-Square Capital
Puerto Rico
$1.51M +$1.48M +27,519 New
AWA
520
Arkadios Wealth Advisors
Georgia
$1.49M +$214K +3,964 +17%
CAGAS
521
Capital Advisory Group Advisory Services
Minnesota
$1.48M +$8.09K +150 +0.6%
GGS
522
Galvin Gaustad & Stein
Arizona
$1.48M -$40K -742 -3%
SCM
523
Sage Capital Management
New Jersey
$1.46M +$1.43M +26,587 New
PWP
524
Private Wealth Partners
California
$1.46M -$189K -3,500 -12%
LWM
525
LJI Wealth Management
Indiana
$1.46M +$282K +5,228 +25%