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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
176
Armor Investment Advisors
North Carolina
$10M +$445K +7,863 +5%
RWA
177
Rooted Wealth Advisors
Illinois
$9.98M +$1.11M +19,542 +13%
SWM
178
Selective Wealth Management
Virginia
$9.8M -$161K -2,842 -2%
VWA
179
Visionary Wealth Advisors
Illinois
$9.7M +$4.24M +74,986 +78%
CAL
180
Capital Analysts LLC
Pennsylvania
$9.49M +$626K +11,072 +7%
BCI
181
Brinker Capital Investments
Pennsylvania
$9.45M -$1.95M -34,513 -17%
OPS
182
Orion Portfolio Solutions
Nebraska
$9.45M -$1.95M -34,513 -17%
EIP
183
Ellis Investment Partners
Pennsylvania
$9.4M +$798K +14,116 +9%
SWMP
184
Signature Wealth Management Partners
New Jersey
$9.3M +$448K +7,916 +5%
HNWAG
185
High Net Worth Advisory Group
Florida
$9.16M +$558K +9,872 +7%
SC
186
Scotia Capital
Ontario, Canada
$9.08M -$20.6K -365 -0.2%
RIL
187
Rothschild Investment LLC
Illinois
$9M +$157K +2,771 +2%
IWA
188
IVC Wealth Advisors
Pennsylvania
$8.96M +$413K +7,306 +5%
NW
189
Naviter Wealth
Arkansas
$8.94M +$561K +9,913 +7%
CB
190
Community Bank
New York
$8.77M +$1.98K +35 +0%
SFS
191
Sowell Financial Services
Arkansas
$8.77M -$156K -2,753 -2%
CW
192
CreativeOne Wealth
Kansas
$8.72M -$7.66M -135,431 -47%
PIWA
193
Prevail Innovative Wealth Advisors
Kansas
$8.67M +$41.5K +734 +0.5%
RGF
194
Retirement Guys Formula
Ohio
$8.64M +$699K +12,356 +9%
Cerity Partners
195
Cerity Partners
New York
$8.63M +$1.19M +21,124 +16%
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$8.62M -$574K -10,151 -6%
RDFA
197
Ritter Daniher Financial Advisory
Ohio
$8.62M +$639K +11,298 +8%
MAG
198
Mayfair Advisory Group
Alabama
$8.6M +$374K +6,613 +5%
CTC
199
Central Trust Company
Missouri
$8.6M -$1.39M -24,629 -14%
SW
200
StrongBox Wealth
Missouri
$8.57M +$383K +6,774 +5%