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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
876
Coign Capital Advisors
Utah
$559K -$173K -2,962 -23%
FFG
877
Fiduciary Financial Group
California
$559K +$384K +6,595 +171%
WLPWM
878
Walled Lake Planning & Wealth Management
Illinois
$553K -$5.01K -86 -0.9%
FT
879
Fiduciary Trust
Massachusetts
$548K -$113K -1,942 -17%
TW
880
Transform Wealth
Colorado
$548K -$1.01M -17,293 -64%
IAA
881
Independence Asset Advisors
Pennsylvania
$545K +$557K +9,568 New
MFG
882
MTM Financial Group
Pennsylvania
$544K +$554K +9,517 New
MAWA
883
Moss Adams Wealth Advisors
Washington
$538K -$52.9K -908 -9%
FA
884
Fortis Advisors
Pennsylvania
$537K -$38K -652 -6%
BAM
885
BTS Asset Management
Massachusetts
$536K -$60.9K -1,045 -10%
EWM
886
Evercore Wealth Management
New York
$533K – – –
CIA
887
Choate Investment Advisors
Massachusetts
$531K +$333K +5,718 +160%
CFP
888
Cascade Financial Partners
California
$529K +$58 +1 +0%
LSA
889
Lion Street Advisors
Texas
$529K -$38.7K -665 -7%
CLA
890
Carnegie Lake Advisors
New Jersey
$527K -$101K -1,735 -16%
SEA
891
Stegent Equity Advisors
Texas
$525K -$1.42M -24,313 -73%
National Bank of Canada
892
National Bank of Canada
Quebec, Canada
$524K +$293K +5,023 +121%
CPP
893
Capasso Planning Partners
South Carolina
$523K +$32.7K +562 +7%
Legacy Financial Group (Iowa)
894
Legacy Financial Group (Iowa)
Iowa
$522K -$30.8K -528 -5%
FPCP
895
Fort Point Capital Partners
California
$521K +$132K +2,273 +33%
AFC
896
AFT Forsyth & Company
Florida
$521K +$30.4K +522 +6%
FSBI
897
Fearless Solutions (Best Invest)
Texas
$507K +$27K +464 +6%
NCFG
898
New Century Financial Group
New Jersey
$501K -$1.45M -24,876 -74%
FWP
899
Falcon Wealth Planning
California
$500K +$510K +8,754 New
CHJWM
900
Carlton Hofferkamp & Jenks Wealth Management
Texas
$496K -$4.25K -73 -0.8%