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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
601
Wilbanks Smith & Thomas Asset Management
Virginia
$979K
NCM
602
Novare Capital Management
North Carolina
$974K -$82K -1,520 -8%
OCG
603
Opus Capital Group
Ohio
$973K +$28.9K +536 +3%
LAM
604
Lewis Asset Management
California
$958K +$939K +17,419 New
MA
605
Modus Advisors
Minnesota
$957K -$128K -2,381 -12%
TP
606
Tranquility Partners
Tennessee
$954K -$45K -834 -5%
IFPG
607
Intrepid Financial Planning Group
Indiana
$951K +$13.3K +246 +1%
RA
608
Rockingstone Advisors
Massachusetts
$949K -$77.6K -1,440 -8%
LS
609
Leelyn Smith
Illinois
$922K +$265K +4,916 +41%
TAM
610
Tucker Asset Management
Colorado
$922K +$29.3K +544 +3%
SP
611
Stablepoint Partners
Massachusetts
$920K +$902K +16,733 New
Ameriprise
612
Ameriprise
Minnesota
$913K +$677K +12,551 +309%
SAG
613
SageView Advisory Group
California
$908K -$668K -12,391 Closed
WA
614
Wealth Alliance
New York
$907K +$677K +12,562 +320%
LIG
615
Lokken Investment Group
Delaware
$903K +$281K +5,206 +46%
AWM
616
Accel Wealth Management
Iowa
$902K -$34.3K -637 -4%
VVP
617
Venture Visionary Partners
Ohio
$902K +$884K +16,404 New
FFP
618
FourThought Financial Partners
Florida
$902K -$30.9K -573 -3%
JF
619
JSF Financial
California
$897K -$38.3K -710 -4%
CPA
620
Cardiff Park Advisors
California
$892K +$8.73K +162 +1%
HTC
621
Haverford Trust Company
Pennsylvania
$891K -$64.6K -1,199 -7%
SWM
622
Sugarloaf Wealth Management
Georgia
$882K +$553K +10,250 +177%
AWM
623
AllSquare Wealth Management
New York
$870K
WI
624
Wintrust Investments
Illinois
$859K +$156K +2,899 +23%
Jane Street
625
Jane Street
New York
$856K +$839K +15,569 New