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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMP
701
Wealth Management Partners
Arizona
$540K +$10.5K +195 +2%
VCM
702
Virtue Capital Management
Tennessee
$538K -$303K -5,616 -36%
MCM
703
Mendel Capital Management
Arkansas
$532K +$95.2K +1,766 +22%
MW
704
Marcum Wealth
Ohio
$531K -$153K -2,835 -23%
SEP
705
Southland Equity Partners
Missouri
$530K +$203K +3,760 +64%
AWM
706
Avior Wealth Management
Nebraska
$529K -$305K -5,658 -37%
BC
707
Belmont Capital
California
$523K +$8.52K +158 +2%
CFA
708
Capstone Financial Advisors
Illinois
$523K +$10.5K +195 +2%
TDC
709
Thompson Davis & Co
Virginia
$522K +$5.39K +100 +1%
ACM
710
Advance Capital Management
Michigan
$521K -$175K -3,237 -25%
ICM
711
IMS Capital Management
Oregon
$520K +$74.9K +1,390 +17%
CCM
712
Coldstream Capital Management
Washington
$517K +$218K +4,046 +75%
PAS
713
Park Avenue Securities
New York
$516K +$506K +9,382 New
EWM
714
Evercore Wealth Management
New York
$513K
CWM
715
Curi Wealth Management
North Carolina
$500K -$14K -260 -3%
HWM
716
Howard Wealth Management
Connecticut
$497K +$488K +9,044 New
CT
717
Clearstead Trust
Maine
$497K +$35.7K +662 +8%
TW
718
TritonPoint Wealth
Maryland
$497K +$483K +8,962 New
MPWT
719
MassMutual Private Wealth & Trust
Connecticut
$496K -$17.7K -329 -4%
KWM
720
Koa Wealth Management
California
$492K +$482K +8,943 New
Focus Partners Wealth
721
Focus Partners Wealth
Massachusetts
$491K +$481K +8,925 New
FA
722
Fountainhead AM
New Jersey
$491K +$153K +2,831 +46%
DA
723
Dover Advisors
Virginia
$490K -$85.1K -1,579 -15%
JIC
724
Joel Isaacson & Co
New York
$485K +$40K +742 +9%
Vontobel Holding
725
Vontobel Holding
Switzerland
$481K -$74.7K -1,385 -14%