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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1126
Chris Bulman
California
$301K -$128K -2,261 -30%
SHIM
1127
Stone House Investment Management
Pennsylvania
$300K +$157K +2,783 +110%
KW
1128
KWB Wealth
California
$300K +$300K +5,313 New
VIP
1129
Viewpoint Investment Partners
Alberta, Canada
$300K +$300K +5,305 New
NA
1130
Nautilus Advisors
California
$297K -$5.65K -100 -2%
FFM
1131
Forum Financial Management
Illinois
$296K -$6.33K -112 -2%
E
1132
Entelevest
Florida
$296K -$18.2K -322 -6%
PPWM
1133
Premier Private Wealth Management
Florida
$295K +$295K +5,220 New
SAG
1134
SageView Advisory Group
California
$295K -$6.78K -120 -2%
NDSI
1135
Newman Dignan & Sheerar Inc
Rhode Island
$294K +$4.46K +79 +2%
BPWM
1136
Badgley Phelps Wealth Managers
Washington
$294K -$1.47K -26 -0.5%
KA
1137
KLCM Advisors
Wisconsin
$293K +$4.58K +81 +2%
CWM
1138
Connecticut Wealth Management
Connecticut
$292K +$339 +6 +0.1%
BWM
1139
BCS Wealth Management
Tennessee
$292K -$25.8K -456 -8%
TIM
1140
Tortoise Investment Management
New York
$290K -$137K -2,430 -32%
National Bank of Canada
1141
National Bank of Canada
Quebec, Canada
$290K +$15.1K +267 +5%
WFPG
1142
Waller Financial Planning Group
Ohio
$290K -$419K -7,423 -59%
GIA
1143
Gateway Investment Advisers
Ohio
$290K +$290K +5,126 New
JIC
1144
Johnson Investment Counsel
Ohio
$289K +$56.7K +1,004 +24%
AG
1145
AlTi Global
New York
$287K +$19K +336 +7%
FFG
1146
Fortem Financial Group
California
$287K – – –
GWM
1147
GDS Wealth Management
Texas
$286K +$286K +5,069 New
CA
1148
Capital Advantage
California
$285K +$285K +5,054 New
BIG
1149
Brookwood Investment Group
Arizona
$284K -$56.5K -1,000 -17%
IPW
1150
Impact Partnership Wealth
Georgia
$283K +$283K +5,017 New