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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
651
Laidlaw Wealth Management
New York
$394K -$177K -3,247 -31%
TWM
652
Tanglewood Wealth Management
Texas
$390K
BCG
653
Breakwater Capital Group
New Jersey
$389K +$384K +7,038 New
TPWA
654
TRUE Private Wealth Advisors
Oregon
$388K -$11.8K -216 -3%
CHJWM
655
Carlton Hofferkamp & Jenks Wealth Management
Texas
$388K +$145K +2,661 +61%
Betterment LLC
656
Betterment LLC
New York
$384K +$379K +6,936 New
FFW
657
Fusion Family Wealth
New York
$379K
SAG
658
SageView Advisory Group
California
$378K +$373K +6,836 New
SI
659
SimpliFi Inc
California
$374K +$123K +2,258 +50%
PWP
660
Principle Wealth Partners
Connecticut
$374K +$77.6K +1,421 +27%
CCB
661
Cutter & Co Brokerage
Missouri
$366K +$156K +2,849 +76%
VC
662
Veracity Capital
Georgia
$366K +$55.9K +1,023 +18%
PFA
663
Pinnacle Family Advisors
Missouri
$363K +$116K +2,127 +48%
APW
664
Atlantic Private Wealth
North Carolina
$362K +$357K +6,543 New
PSCM
665
Per Stirling Capital Management
Texas
$360K -$820K -15,014 -70%
AB
666
Atlas Brown
Kentucky
$356K +$50K +915 +17%
SWIM
667
Smallwood Wealth Investment Management
New Jersey
$353K -$23.2K -425 -6%
BCP
668
Blue Chip Partners
Michigan
$353K +$128K +2,346 +58%
HZ
669
Hixon Zuercher
Ohio
$353K +$348K +6,373 New
US Bancorp
670
US Bancorp
Minnesota
$349K -$91.6K -1,678 -21%
HBW
671
Hazlett, Burt & Watson
West Virginia
$347K +$117K +2,149 +51%
JWBC
672
John W. Brooker & Co
California
$345K +$72.4K +1,326 +27%
SFG
673
SNS Financial Group
Minnesota
$344K +$15.8K +289 +5%
CAM
674
CPA Asset Management
Florida
$341K +$337K +6,166 New
IIA
675
IPG Investment Advisors
California
$341K +$41K +750 +14%