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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
901
Red Door Wealth Management
Tennessee
$629K +$156K +2,681 +32%
SWM
902
Sherman Wealth Management
Maryland
$629K +$112K +1,933 +21%
TC
903
Trust Company
Kansas
$624K -$5.93K -102 -0.9%
ACM
904
Aurdan Capital Management
Pennsylvania
$621K +$40.1K +689 +7%
SC
905
SouthState Corp
Florida
$620K +$636K +10,930 New
SA
906
Skyline Advisors
Washington
$619K -$299K -5,136 -32%
CP
907
Camelot Portfolios
Ohio
$618K +$29.4K +505 +5%
PNC
908
Park National Corp
Ohio
$618K -$5.82K -100 -0.9%
PCS
909
Personal CFO Solutions
New Jersey
$617K -$47.1K -810 -7%
WIM
910
WealthPlan Investment Management
Nebraska
$615K -$436K -7,489 -41%
LA
911
Latitude Advisors
Florida
$614K -$38.9K -668 -6%
PPC
912
Park Place Capital
Alabama
$610K -$90.9K -1,562 -13%
FT
913
Fiduciary Trust
Massachusetts
$608K +$18.1K +311 +3%
WB
914
WesBanco Bank
West Virginia
$608K -$106K -1,825 -15%
AWM
915
Accurate Wealth Management
Florida
$607K +$612K +10,520 New
FFA
916
Florida Financial Advisors
Florida
$607K -$169K -2,910 -21%
CCA
917
Cora Capital Advisors
New Jersey
$606K -$1.85M -31,765 -75%
BMCM
918
Bryn Mawr Capital Management
Pennsylvania
$606K +$83.8K +1,441 +16%
WSCM
919
Wellington Shields Capital Management
New York
$603K -$134K -2,297 -18%
AIA
920
AssuredPartners Investment Advisors
Florida
$600K +$615K +10,575 New
SL
921
Sentinus LLC
Illinois
$597K +$52.7K +906 +9%
QWM
922
QP Wealth Management
New Jersey
$593K -$1.14M -19,560 -65%
LI
923
LVZ Inc
Michigan
$592K +$31.5K +541 +5%
Fisher Asset Management
924
Fisher Asset Management
Washington
$589K +$42.7K +734 +8%
OWP
925
ORG Wealth Partners
Texas
$586K -$145K -2,486 -19%