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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
851
Delta Investment Management
California
$766K +$180K +3,097 +30%
BFWA
852
Benchmark Financial Wealth Advisors
Florida
$765K -$153K -2,630 -16%
CWRP
853
Cassady Wealth & Retirement Planning
Nevada
$761K -$97K -1,668 -11%
RA
854
Rockingstone Advisors
Massachusetts
$759K +$9.89K +170 +1%
LWM
855
Lionsbridge Wealth Management
Florida
$757K +$8.26K +142 +1%
PAM
856
Pegasus Asset Management
New York
$755K +$58.8K +1,011 +8%
LWL
857
Leo Wealth LLC
Texas
$753K +$3.32K +57 +0.4%
KWS
858
Keystone Wealth Services
California
$750K +$769K +13,225 New
PFG
859
Prosperity Financial Group
California
$748K -$15.8K -271 -2%
CFP
860
Cascade Financial Partners
California
$748K +$34.9K +600 +5%
IWMO
861
Integrated Wealth Management (Ohio)
Ohio
$744K +$12.1K +208 +2%
CFS
862
CRA Financial Services
New Jersey
$743K +$756 +13 +0.1%
DPI
863
Diversified Portfolios Inc
Michigan
$743K -$75.7K -1,301 -9%
CFS
864
Commonwealth Financial Services
West Virginia
$738K +$8.49K +146 +1%
AFAS
865
Acorn Financial Advisory Services
Virginia
$738K +$72.7K +1,250 +11%
LWM
866
Lakeridge Wealth Management
Ohio
$732K +$17.8K +306 +2%
TWM
867
TopTier Wealth Management
Wisconsin
$732K -$2.44K -42 -0.3%
BJL
868
Brighton Jones LLC
Washington
$729K -$6.67M -114,666 -90%
DIA
869
Dana Investment Advisors
Wisconsin
$727K -$291 -5 -0%
PVI
870
Pine Valley Investments
New Jersey
$725K +$75.3K +1,295 +11%
BWP
871
Balboa Wealth Partners
Arizona
$725K +$48.2K +829 +7%
UBS AM
872
UBS AM
Illinois
$723K +$450K +7,738 +154%
OAG
873
Oakmont Advisory Group
New Mexico
$718K +$210K +3,608 +40%
HAP
874
Harbor Asset Planning
Massachusetts
$717K -$63.8K -1,097 -8%
OWM
875
Orgel Wealth Management
Wisconsin
$716K +$325K +5,579 +79%