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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$13.4M +$144K +2,421 +1%
GWANC
152
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.2M +$849K +14,298 +7%
SWA
153
SFMG Wealth Advisors
Texas
$13M +$349K +5,876 +3%
BWG
154
Beta Wealth Group
California
$13M +$381K +6,410 +3%
CW
155
CreativeOne Wealth
Kansas
$13M +$910K +15,320 +7%
SFGP
156
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13M +$13.4M +226,134 New
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$13M +$3.39M +57,172 +34%
CPIG
158
Chicago Partners Investment Group
Illinois
$13M +$13M +218,627 +4,176%
USCWA
159
U.S. Capital Wealth Advisors
Texas
$12.8M -$4.21M -70,954 -24%
CAG
160
Curtis Advisory Group
California
$12.7M +$694K +11,683 +6%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$12.7M +$255K +4,287 +2%
KWM
162
Kingsview Wealth Management
Oregon
$12.5M +$1.37M +23,020 +12%
CWM
163
Centurion Wealth Management
Virginia
$12.5M -$1.02M -17,122 -7%
WAM
164
WNY Asset Management
New York
$12.4M -$4.7M -79,174 -27%
SS
165
SBI Securities
Japan
$12.4M +$12.8M +215,439 New
AWM
166
AE Wealth Management
Kansas
$12.4M -$863K -14,531 -6%
SPC
167
Sigma Planning Corp
Michigan
$12.3M -$3.52M -59,209 -22%
IAIM
168
International Assets Investment Management
Florida
$12.2M +$12.6M +212,990 New
WS
169
Wedbush Securities
California
$12M +$1.03M +17,420 +9%
FMI
170
F/M Investments
District of Columbia
$11.8M +$11.3M +190,785 +1,290%
CFO
171
CVA Family Office
Colorado
$11.8M +$696K +11,716 +6%
Bessemer Group
172
Bessemer Group
New Jersey
$11.8M +$12.2M +204,722 New
ACG
173
Allen Capital Group
Nebraska
$11.7M +$691K +11,633 +6%
EIP
174
Ellis Investment Partners
Pennsylvania
$11.7M +$1.34M +22,522 +12%
NAS
175
NWF Advisory Services
California
$11.7M +$221K +3,723 +2%