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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
76
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.7M +$3.44M +63,441 +19%
PFS
77
Prospera Financial Services
Texas
$20.9M +$3.03M +55,826 +17%
SPIA
78
Steward Partners Investment Advisory
New York
$20.1M +$6.31M +116,361 +46%
JBA
79
Johnson Bixby & Associates
Washington
$19.9M -$3.03M -55,882 -13%
TWM
80
Tradition Wealth Management
Minnesota
$19.6M +$4.68M +86,203 +32%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$19.5M +$1.6M +29,499 +9%
FFA
82
Fragasso Financial Advisors
Pennsylvania
$19.1M +$2M +36,790 +12%
OPAM
83
Ocean Park Asset Management
California
$18.8M +$5.87M +108,100 +46%
SF
84
Synovus Financial
Georgia
$18.7M +$1.97M +36,233 +12%
NWM
85
NEIRG Wealth Management
Massachusetts
$18.6M +$674K +12,417 +4%
BWP
86
Bernardo Wealth Planning
Pennsylvania
$18.4M +$1.52M +28,102 +9%
SW
87
SlateStone Wealth
Florida
$18.3M +$9.15M +168,632 +102%
CSPIA
88
Cary Street Partners Investment Advisory
Virginia
$18.2M +$578K +10,649 +3%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$18.2M +$9.66M +178,017 +115%
AWA
90
Arete Wealth Advisors
Illinois
$18.1M +$9.11M +167,890 +103%
FANJ
91
Financial Architects (New Jersey)
New Jersey
$18.1M +$454K +8,375 +3%
CWS
92
Confluence Wealth Services
Pennsylvania
$18.1M +$2.03M +37,479 +13%
WWMSC
93
Wagner Wealth Management (South Carolina)
South Carolina
$17.9M +$8.79M +161,979 +97%
SHFP
94
Second Half Financial Partners
Florida
$17.7M -$218K -4,022 -1%
PP
95
Patten & Patten
Tennessee
$17.7M +$4.5M +82,948 +34%
DOA
96
D'Orazio & Associates
Virginia
$17.6M +$114K +2,106 +0.7%
MA
97
Mutual Advisors
Nebraska
$17.4M -$2.17M -39,946 -11%
CAWM
98
Capital Advisors Wealth Management
Washington
$16.8M -$7.34M -135,319 -31%
EPA
99
Element Pointe Advisors
Florida
$16.5M +$16.4M +302,990 New
LFG
100
Leverty Financial Group
Wisconsin
$16.4M +$992K +18,279 +6%