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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1051
EPG Wealth Management
Georgia
$385K +$30.6K +542 +9%
TCWM
1052
Total Clarity Wealth Management
Illinois
$384K +$384K +6,791 New
CMMS
1053
Comprehensive Money Management Services
Florida
$383K -$42.9K -760 -10%
ML
1054
McAdam LLC
Pennsylvania
$383K -$20.3K -360 -5%
AW
1055
Alteri Wealth
California
$382K +$6.1K +108 +2%
TR
1056
Tepp RIA
New Jersey
$377K -$39.6K -701 -9%
S
1057
SignatureFD
Georgia
$376K +$1.19K +21 +0.3%
WLPWM
1058
Walled Lake Planning & Wealth Management
Illinois
$375K +$5.82K +103 +2%
SPA
1059
Sentinel Pension Advisors
Massachusetts
$374K +$67K +1,186 +22%
DIM
1060
Delta Investment Management
California
$374K -$390K -6,897 -51%
BAAM
1061
Baker Avenue Asset Management
California
$372K -$3.73M -66,031 -91%
WMP
1062
Wealth Management Partners
Arizona
$371K -$41.2K -729 -10%
HSWM
1063
Hubbell Strickland Wealth Management
Louisiana
$371K +$3.16K +56 +0.9%
OPCM
1064
Osborne Partners Capital Management
California
$370K – – –
LWM
1065
Liberty Wealth Management
California
$370K – – –
AI
1066
Auour Investments
Massachusetts
$368K +$9.04K +160 +3%
CF
1067
Convergence Financial
Missouri
$367K +$154K +2,725 +72%
EAN
1068
Excelsior Advisor Network
Colorado
$366K +$366K +6,488 New
NF
1069
NavPoint Financial
Minnesota
$363K +$5.59K +99 +2%
JWWM
1070
Johnson & White Wealth Management
Pennsylvania
$363K +$3.84K +68 +1%
WFG
1071
Wills Financial Group
Virginia
$362K +$35.6K +630 +11%
ALC
1072
Alexander Labrunerie & Co
Missouri
$362K +$5.03K +89 +1%
Nuveen
1073
Nuveen
North Carolina
$361K +$361K +6,399 New
GFPC
1074
Global Financial Private Client
Florida
$360K +$22.5K +399 +7%
VAG
1075
VisionPoint Advisory Group
Texas
$359K +$169 +3 +0%