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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Institute for Wealth Management
651
Institute for Wealth Management
Colorado
$1.41M +$9.6K +165 +0.7%
Leelyn Smith
652
Leelyn Smith
Illinois
$1.41M +$48.9K +839 +4%
Annis Gardner Whiting Capital Advisors
653
Annis Gardner Whiting Capital Advisors
Florida
$1.41M +$57.9K +994 +4%
BFWA
654
Benchmark Financial Wealth Advisors
Florida
$1.38M +$120K +2,058 +9%
BWM
655
BCGM Wealth Management
Indiana
$1.38M -$14.4K -247 -1%
WA
656
Wealth Alliance
New York
$1.37M -$47.2K -810 -3%
DFG
657
Delta Financial Group
New Jersey
$1.37M +$150K +2,580 +12%
Venturi Wealth Management
658
Venturi Wealth Management
Texas
$1.35M +$135K +2,321 +11%
Kestra Investment Management
659
Kestra Investment Management
Texas
$1.35M +$659K +11,317 +92%
PF
660
Prosperitas Financial
California
$1.33M +$1.36M +23,304 New
PSIWM
661
Paradigm Strategies in Wealth Management
Minnesota
$1.33M +$222K +3,817 +20%
Coldstream Capital Management
662
Coldstream Capital Management
Washington
$1.33M +$154K +2,639 +13%
PAG
663
Paladin Advisory Group
Iowa
$1.32M +$69.1K +1,186 +5%
TC
664
TownSquare Capital
Utah
$1.31M +$665K +11,418 +99%
LFA
665
LGT Financial Advisors
Texas
$1.31M +$403K +6,925 +43%
Marshall Financial Group (Maryland)
666
Marshall Financial Group (Maryland)
Maryland
$1.31M -$5.34M -91,707 -80%
ACM
667
Aurdan Capital Management
Pennsylvania
$1.3M +$603K +10,344 +83%
SFC
668
Strategic Financial Concepts
Texas
$1.3M +$9.26K +159 +0.7%
WealthPlan Investment Management
669
WealthPlan Investment Management
Nebraska
$1.3M +$110K +1,895 +9%
MLRA
670
Main Line Retirement Advisors
Montana
$1.29M -$98.5K -1,690 -7%
RA
671
RoundAngle Advisors
New Jersey
$1.29M +$11.4K +196 +0.9%
TWM
672
Trueblood Wealth Management
Ohio
$1.29M -$86.5K -1,484 -6%
GCM
673
Generation Capital Management
New York
$1.28M +$723K +12,415 +124%
EFL
674
ERn Financial LLC
Wisconsin
$1.26M +$36.9K +633 +3%
First Heartland Consultants
675
First Heartland Consultants
Missouri
$1.26M -$120K -2,068 -9%