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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
726
Websterrogers Financial Advisors
South Carolina
$313K +$47.6K +864 +17%
SWM
727
Sugarloaf Wealth Management
Georgia
$311K +$54.7K +993 +21%
HSWM
728
Hubbell Strickland Wealth Management
Louisiana
$311K +$5.07K +92 +2%
TC
729
TAGStone Capital
North Carolina
$307K +$5.62K +102 +2%
Simplex Trading
730
Simplex Trading
Illinois
$306K +$316K +5,726 New
PSIWM
731
Paradigm Strategies in Wealth Management
Minnesota
$304K +$51.7K +939 +20%
SWIM
732
Smallwood Wealth Investment Management
New Jersey
$304K -$39.6K -719 -11%
JSL
733
JT Stratford LLC
Georgia
$303K -$13.2K -240 -4%
DC
734
Defender Capital
North Carolina
$301K
KWA
735
KCS Wealth Advisory
California
$298K -$285K -5,167 -48%
Northern Trust
736
Northern Trust
Illinois
$295K -$747K -13,565 -71%
REMPR
737
Roof Eidam Maycock Peralta (REMP)
California
$295K
Legacy Financial Group (Iowa)
738
Legacy Financial Group (Iowa)
Iowa
$294K +$302K +5,487 New
CCT
739
Capital City Trust
Florida
$292K +$54.1K +982 +22%
EWA
740
Etesian Wealth Advisors
Oregon
$292K +$81.9K +1,486 +37%
GWM
741
Greenwich Wealth Management
Connecticut
$291K +$299K +5,433 New
AFG
742
Alterity Financial Group
Maine
$289K +$20.2K +366 +7%
BBPWM
743
Blue Bell Private Wealth Management
Pennsylvania
$289K -$11K -200 -4%
PJSIMP
744
P.J. Schmidt Investment Management (PJS)
Wisconsin
$289K +$61.5K +1,116 +26%
FW
745
FirstPurpose Wealth
Utah
$289K +$297K +5,390 New
CCM
746
Coldstream Capital Management
Washington
$287K +$57.6K +1,046 +24%
AFA
747
Alpha Financial Advisors
North Carolina
$286K
P
748
&Partners
Tennessee
$286K
EW
749
Element Wealth
Mississippi
$282K +$290K +5,260 New
VA
750
Valmark Advisers
Ohio
$279K +$23.2K +421 +9%