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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$19.7M -$1.4M -23,508 -6%
PWMAG
102
Pinnacle Wealth Management Advisory Group
New Jersey
$19.6M +$533K +8,968 +3%
ACM
103
Advance Capital Management
Michigan
$19.6M +$272K +4,586 +1%
SIM
104
Stratos Investment Management
Ohio
$19.6M +$1.65M +27,711 +9%
MOS
105
MGO One Seven
Ohio
$19.5M +$5.59M +94,104 +38%
MBTD
106
Mechanics Bank - Trust Department
California
$19.4M +$581K +9,777 +3%
Comerica Bank
107
Comerica Bank
Texas
$19.2M -$479K -8,068 -2%
BFA
108
Beacon Financial Advisory
Ohio
$18.8M +$893K +15,034 +5%
CFG
109
Cooper Financial Group
California
$18.7M -$1.76M -29,666 -8%
TWM
110
Tradition Wealth Management
Minnesota
$18.5M +$1.57M +26,431 +9%
DC
111
Davenport & Co
Virginia
$18.1M +$3.43M +57,743 +22%
MAM
112
Marquette Asset Management
Minnesota
$17.6M +$443K +7,457 +3%
GWMIA
113
Global Wealth Management Investment Advisory
Florida
$17.4M +$868K +14,615 +5%
EA
114
Ergawealth Advisors
Illinois
$17.1M -$533K -8,973 -3%
HB
115
HTLF Bank
Colorado
$17.1M -$254K -4,273 -1%
FIA
116
Foundations Investment Advisors
Arizona
$16.6M +$399K +6,728 +2%
MS
117
Madden Securities
Texas
$16.6M +$603K +10,148 +4%
SCA
118
St. Clair Advisors
Ohio
$16.5M +$300K +5,055 +2%
FWM
119
Foguth Wealth Management
Michigan
$16.5M +$4.7M +79,096 +40%
LJCM
120
Lee Johnson Capital Management
Texas
$16.4M +$1.67M +28,047 +11%
IHWM
121
Iron Horse Wealth Management
Iowa
$16.4M +$910K +15,333 +6%
CE
122
Cornerstone Enterprises
Wisconsin
$16.1M +$16.7M +280,451 New
FCI
123
Financial Counselors Inc
Kansas
$16.1M +$3.26M +54,948 +25%
CAM
124
Cresset Asset Management
Illinois
$16M -$201K -3,391 -1%
EWA
125
EP Wealth Advisors
California
$15.8M +$799K +13,464 +5%