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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
876
Walled Lake Planning & Wealth Management
Illinois
$553K -$5.01K -86 -0.9%
FT
877
Fiduciary Trust
Massachusetts
$548K -$113K -1,942 -17%
TW
878
Transform Wealth
Colorado
$548K -$1.01M -17,293 -64%
IAA
879
Independence Asset Advisors
Pennsylvania
$545K +$557K +9,568 New
MFG
880
MTM Financial Group
Pennsylvania
$544K +$554K +9,517 New
MAWA
881
Moss Adams Wealth Advisors
Washington
$538K -$52.9K -908 -9%
FA
882
Fortis Advisors
Pennsylvania
$537K -$38K -652 -6%
BAM
883
BTS Asset Management
Massachusetts
$536K -$60.9K -1,045 -10%
EWM
884
Evercore Wealth Management
New York
$533K
CIA
885
Choate Investment Advisors
Massachusetts
$531K +$333K +5,718 +160%
CFP
886
Cascade Financial Partners
California
$529K +$58 +1 +0%
LSA
887
Lion Street Advisors
Texas
$529K -$38.7K -665 -7%
CLA
888
Carnegie Lake Advisors
New Jersey
$527K -$101K -1,735 -16%
SEA
889
Stegent Equity Advisors
Texas
$525K -$1.42M -24,313 -73%
National Bank of Canada
890
National Bank of Canada
Quebec, Canada
$524K +$293K +5,023 +121%
CPP
891
Capasso Planning Partners
South Carolina
$523K +$32.7K +562 +7%
Legacy Financial Group (Iowa)
892
Legacy Financial Group (Iowa)
Iowa
$522K -$30.8K -528 -5%
FPCP
893
Fort Point Capital Partners
California
$521K +$132K +2,273 +33%
AFC
894
AFT Forsyth & Company
Florida
$521K +$30.4K +522 +6%
FSBI
895
Fearless Solutions (Best Invest)
Texas
$507K +$27K +464 +6%
NCFG
896
New Century Financial Group
New Jersey
$501K -$1.45M -24,876 -74%
FWP
897
Falcon Wealth Planning
California
$500K +$510K +8,754 New
CHJWM
898
Carlton Hofferkamp & Jenks Wealth Management
Texas
$496K -$4.25K -73 -0.8%
VCM
899
Vivaldi Capital Management
Illinois
$496K -$121K -2,083 -19%
FAM
900
Formidable Asset Management
Ohio
$483K +$33.1K +568 +7%