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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$38.2M +$213K +3,948 +0.6%
AAS
52
Avantax Advisory Services
Texas
$37.5M +$6.43M +119,300 +21%
KAS
53
Kestra Advisory Services
Texas
$36.9M +$9.22M +170,951 +34%
FFA
54
First Foundation Advisors
California
$34.5M +$552K +10,230 +2%
OC
55
Oakworth Capital
Alabama
$34.4M +$1.07M +19,752 +3%
PCFFS
56
Pacific Center for Financial Services
California
$34.2M -$100K -1,857 -0.3%
PA
57
Pinnacle Associates
New York
$32.3M -$755K -14,011 -2%
MFG
58
Magnus Financial Group
New York
$32M +$546K +10,133 +2%
EFH
59
Eaton Financial Holdings
Florida
$31.3M +$3.72M +68,972 +14%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$31.2M +$22.1M +410,768 +263%
FPGK
61
Financial Partners Group (Kansas)
Kansas
$30.1M +$348K +6,455 +1%
SPIA
62
Steward Partners Investment Advisory
New York
$29.4M +$3.54M +65,706 +14%
CG
63
CFO4Life Group
Texas
$29.3M +$532K +9,859 +2%
Comerica Bank
64
Comerica Bank
Texas
$29.2M -$3.29M -60,958 -10%
KCM
65
Kathmere Capital Management
Pennsylvania
$28.7M +$204K +3,787 +0.7%
LFG
66
Leverty Financial Group
Wisconsin
$28.1M +$1.17M +21,782 +4%
MW
67
Melia Wealth
Oklahoma
$27.7M +$27.2M +503,983 New
PCIA
68
Prime Capital Investment Advisors
Kansas
$27.1M -$5.36M -99,417 -17%
EA
69
Ergawealth Advisors
Illinois
$27M -$5.91M -109,640 -18%
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$26.8M +$2.01M +37,308 +8%
4WM
71
49 Wealth Management
Texas
$26.1M +$25.6M +474,733 New
CBA
72
Coastal Bridge Advisors
Connecticut
$26M +$2.15M +39,825 +9%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$25.3M -$584K -10,839 -2%
IWC
74
Integrated Wealth Concepts
Massachusetts
$24.3M -$463K -8,594 -2%
CF
75
Corrigan Financial
Rhode Island
$24.2M +$130K +2,404 +0.5%