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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
801
Berger Financial Group
Minnesota
$414K +$113 +2 +0%
TPWA
802
TRUE Private Wealth Advisors
Oregon
$413K +$19.8K +351 +5%
PJSIMP
803
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K +$59.8K +1,061 +18%
AWS
804
Aspen Wealth Strategies
Colorado
$408K +$132K +2,351 +50%
TWM
805
Tanglewood Wealth Management
Texas
$407K
FPWM
806
FSB Premier Wealth Management
Iowa
$405K +$87.7K +1,557 +29%
1WM
807
1900 Wealth Management
Texas
$392K -$23.3K -414 -6%
KeyBank National Association
808
KeyBank National Association
Ohio
$389K +$65.9K +1,170 +21%
Kovitz Investment Group Partners
809
Kovitz Investment Group Partners
Illinois
$387K +$377K +6,686 New
FWA
810
FSC Wealth Advisors
New York
$381K +$164K +2,906 +79%
APW
811
Atlantic Private Wealth
North Carolina
$379K
LWM
812
Lakeridge Wealth Management
Ohio
$377K +$367K +6,518 New
SYBT
813
Stock Yards Bank & Trust
Kentucky
$377K +$141K +2,500 +62%
LFA
814
LGT Financial Advisors
Texas
$375K -$15.7K -278 -4%
Legacy Financial Group (Iowa)
815
Legacy Financial Group (Iowa)
Iowa
$375K +$365K +6,486 New
EWM
816
Endowment Wealth Management
Wisconsin
$370K -$22.2K -394 -6%
AG
817
AlTi Global
New York
$368K +$358K +6,361 New
SFWC
818
Strategic Family Wealth Counselors
New Jersey
$366K +$61.1K +1,084 +21%
TWP
819
Tyche Wealth Partners
Texas
$365K -$4.62K -82 -1%
DFG
820
Delta Financial Group
New Jersey
$363K +$353K +6,272 New
AA
821
Argent Advisors
Louisiana
$363K -$22.5K -400 -6%
WAM
822
Weatherly Asset Management
California
$359K +$350K +6,205 New
TC
823
TownSquare Capital
Utah
$358K +$84.4K +1,499 +32%
MWM
824
Mattern Wealth Management
Kansas
$358K +$349K +6,188 New
EFG
825
Embree Financial Group
Illinois
$356K -$142K -2,514 -29%