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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWG
726
Darden Wealth Group
Michigan
$477K +$464K +8,600 New
EFG
727
Embree Financial Group
Illinois
$476K +$467K +8,659 New
SG
728
StoneX Group
New York
$476K +$31.6K +587 +7%
PPWM
729
Paragon Private Wealth Management
Kentucky
$474K +$10.6K +196 +2%
MA
730
Montag & Associates
Georgia
$472K +$130K +2,420 +40%
DPI
731
Diversified Portfolios Inc
Michigan
$470K +$18.1K +335 +4%
BJL
732
Brighton Jones LLC
Washington
$465K -$42.4K -786 -8%
Luther King Capital Management (LKCM)
733
Luther King Capital Management (LKCM)
Texas
$460K
EWA
734
Etesian Wealth Advisors
Oregon
$458K +$155K +2,881 +53%
PD
735
Planning Directions
Pennsylvania
$454K +$445K +8,254 New
FFS
736
Founders Financial Securities
Maryland
$449K +$168K +3,124 +62%
PFP
737
Paragon Financial Partners
California
$445K -$210K -3,890 -32%
CHJWM
738
Carlton Hofferkamp & Jenks Wealth Management
Texas
$444K -$5.39K -100 -1%
WLPWM
739
Walled Lake Planning & Wealth Management
Illinois
$442K -$4.53K -84 -1%
TWP
740
Tempus Wealth Planning
California
$438K +$430K +7,971 New
KFI
741
Key Financial Inc
Pennsylvania
$438K +$20.8K +385 +5%
SIC
742
Samalin Investment Counsel
New York
$438K -$46.5K -863 -10%
WA
743
WESPAC Advisors
California
$436K
FWCM
744
Ferguson Wellman Capital Management
Oregon
$429K +$421K +7,811 New
LSIA
745
LaSalle St. Investment Advisors
Illinois
$425K -$3.86M -71,679 -90%
TMWM
746
Taylor & Morgan Wealth Management
Michigan
$423K +$415K +7,695 New
FIC
747
Family Investment Center
Missouri
$422K -$283K -5,252 -41%
PFA
748
Pinnacle Family Advisors
Missouri
$420K +$27.8K +516 +7%
WCM
749
Wealthcare Capital Management
Virginia
$418K +$410K +7,595 New
JSL
750
JT Stratford LLC
Georgia
$414K +$101K +1,867 +33%