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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
851
Optivise Advisory Services
Tennessee
$569K +$307K +5,169 +110%
PCA
852
Prosperity Capital Advisors
Ohio
$566K +$83.7K +1,409 +17%
KFI
853
Key Financial Inc
Pennsylvania
$564K
CP
854
Capital Planning
Washington
$563K +$80.8K +1,360 +16%
WLPWM
855
Walled Lake Planning & Wealth Management
Illinois
$562K -$9.38K -158 -2%
CFG
856
Chapman Financial Group
Hawaii
$558K +$576K +9,703 New
MWM
857
Mattern Wealth Management
Kansas
$556K +$95K +1,600 +20%
Legacy Financial Group (Iowa)
858
Legacy Financial Group (Iowa)
Iowa
$556K +$574K +9,662 New
CHJWM
859
Carlton Hofferkamp & Jenks Wealth Management
Texas
$550K +$31.6K +532 +6%
Qube Research & Technologies (QRT)
860
Qube Research & Technologies (QRT)
United Kingdom
$544K +$562K +9,457 New
MWP
861
Madison Wealth Partners
Wisconsin
$543K +$313K +5,267 +126%
SFWC
862
Strategic Family Wealth Counselors
New Jersey
$542K -$29.3K -494 -5%
PWM
863
Prentice Wealth Management
New York
$541K -$43.5K -732 -7%
EWM
864
Evercore Wealth Management
New York
$537K
ACS
865
Archford Capital Strategies
Illinois
$534K +$288K +4,842 +109%
MA
866
MONECO Advisors
Connecticut
$533K -$209K -3,525 -28%
CFP
867
Cascade Financial Partners
California
$533K +$59 +1 +0%
TC
868
Trust Company
Kansas
$531K -$324K -5,451 -37%
EWM
869
EPG Wealth Management
Georgia
$530K -$72.3K -1,218 -12%
CCAM
870
Cascades Capital Asset Management
North Carolina
$527K -$107K -1,801 -16%
DC
871
DeDora Capital
California
$525K +$73.8K +1,243 +16%
CCA
872
Cora Capital Advisors
New Jersey
$524K +$128K +2,150 +31%
TC
873
TFR Capital
Texas
$521K +$538K +9,059 New
SIC
874
Samalin Investment Counsel
New York
$516K -$58.4K -984 -10%
AA
875
Armis Advisers
Georgia
$515K +$531K +8,948 New