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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
751
FirstPurpose Wealth
Utah
$523K +$128K +2,275 +33%
CT
752
Clearstead Trust
Maine
$523K
MF
753
Montis Financial
Massachusetts
$523K +$509K +9,036 New
CFP
754
Cascade Financial Partners
California
$520K +$522K +9,257 New
DWG
755
Darden Wealth Group
Michigan
$518K +$19.7K +350 +4%
KWM
756
Koa Wealth Management
California
$517K +$56 +1 +0%
Qube Research & Technologies (QRT)
757
Qube Research & Technologies (QRT)
United Kingdom
$517K +$273K +4,844 +118%
BJL
758
Brighton Jones LLC
Washington
$516K +$25.7K +456 +5%
MA
759
Montag & Associates
Georgia
$514K +$21.2K +376 +4%
SWM
760
Sugarloaf Wealth Management
Georgia
$509K -$409K -7,261 -45%
VCM
761
Virtue Capital Management
Tennessee
$507K -$47.5K -844 -9%
LFS
762
Legacy Financial Strategies
Kansas
$503K +$490K +8,693 New
FPAS
763
Focus Partners Advisor Solutions
Missouri
$503K -$207K -3,669 -30%
AWE
764
Avidian Wealth Enterprises
Texas
$503K -$204K -3,626 -29%
PPWM
765
Paragon Private Wealth Management
Kentucky
$499K
TW
766
TritonPoint Wealth
Maryland
$497K +$36.2K +643 +7%
CWA
767
Canvas Wealth Advisors
Kansas
$493K +$500K +8,871 New
SWIM
768
Smallwood Wealth Investment Management
New Jersey
$492K +$130K +2,312 +37%
CCB
769
Cutter & Co Brokerage
Missouri
$490K +$60.4K +1,073 +15%
TMWM
770
Taylor & Morgan Wealth Management
Michigan
$485K +$39K +692 +9%
Luther King Capital Management (LKCM)
771
Luther King Capital Management (LKCM)
Texas
$484K
SWM
772
Stockman Wealth Management
Montana
$483K +$74.3K +1,318 +19%
EW
773
Element Wealth
Mississippi
$479K +$118K +2,093 +34%
JSL
774
JT Stratford LLC
Georgia
$478K +$41.1K +730 +10%
CPIG
775
Chicago Partners Investment Group
Illinois
$478K +$259K +4,603 +119%