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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWWM
926
Johnson & White Wealth Management
Pennsylvania
$560K +$6.79K +119 +1%
JFG
927
Jefferies Financial Group
New York
$559K +$558K +9,774 New
DA
928
Detalus Advisors
Missouri
$559K -$82.4K -1,443 -13%
CC
929
Clearwave Capital
California
$558K +$556K +9,745 New
Fisher Asset Management
930
Fisher Asset Management
Washington
$553K +$552K +9,663 New
SL
931
Sentinus LLC
Illinois
$551K +$148K +2,585 +37%
KFI
932
Key Financial Inc
Pennsylvania
$550K +$6.45K +113 +1%
PGWA
933
Plus Group Wealth Advisors
Wisconsin
$548K +$546K +9,567 New
KPWG
934
KFA Private Wealth Group
Virginia
$545K -$110K -1,925 -17%
KF
935
KKM Financial
Illinois
$542K -$61.7K -1,080 -10%
OCM
936
One Capital Management
California
$541K -$49.7K -871 -8%
RCG
937
Regatta Capital Group
California
$539K +$29.6K +519 +6%
EWM
938
Endowment Wealth Management
Wisconsin
$537K +$15.6K +274 +3%
QP
939
Quartz Partners
New York
$536K -$35.3K -618 -6%
FA
940
Fiduciary Alliance
South Carolina
$532K +$34.3K +600 +7%
BMCM
941
Bryn Mawr Capital Management
Pennsylvania
$529K -$330K -5,772 -38%
SWM
942
Sherman Wealth Management
Maryland
$525K +$523K +9,165 New
MWM
943
Maripau Wealth Management
Indiana
$524K +$189K +3,302 +56%
AIM
944
Advyzon Investment Management
Illinois
$520K +$518K +9,077 New
CRWM
945
Castle Rock Wealth Management
California
$519K -$200K -3,510 -28%
CWA
946
Canvas Wealth Advisors
Kansas
$518K +$6.97K +122 +1%
OAG
947
Oakmont Advisory Group
New Mexico
$518K +$517K +9,052 New
JC
948
JM2 Capital
Oklahoma
$517K +$516K +9,036 New
HPC
949
HM Payson & Co
Maine
$512K +$201K +3,525 +65%
CFP
950
Comprehensive Financial Planning
Pennsylvania
$510K +$11.5K +202 +2%