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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
176
Sandbox Financial Partners
Maryland
$11.3M +$123K +2,145 +1%
IFG
177
Independent Financial Group
California
$11.2M +$98.8K +1,717 +0.9%
DAS
178
Dynamic Advisor Solutions
Arizona
$11M -$869K -15,104 -8%
VAS
179
Vestmark Advisory Solutions
Massachusetts
$11M +$4.86M +84,528 +84%
NFG
180
Northeast Financial Group
Pennsylvania
$11M +$4.41M +76,721 +71%
4WM
181
49 Wealth Management
Texas
$10.8M -$28.7M -498,262 -73%
EIP
182
Ellis Investment Partners
Pennsylvania
$10.8M +$857K +14,899 +9%
CAL
183
Capital Analysts LLC
Pennsylvania
$10.7M +$741K +12,874 +8%
BIP
184
Bouvel Investment Partners
Pennsylvania
$10.6M +$16K +279 +0.2%
AC
185
AIFG Consultants
New York
$10.5M -$265K -4,599 -3%
BWP
186
Bernardo Wealth Planning
Pennsylvania
$10.5M -$5.71M -99,278 -36%
SWMP
187
Signature Wealth Management Partners
New Jersey
$10.2M +$395K +6,866 +4%
RIL
188
Rothschild Investment LLC
Illinois
$10.2M +$698K +12,142 +8%
CCB
189
Country Club Bank
Missouri
$10.2M -$452K -7,850 -4%
AIA
190
Armor Investment Advisors
North Carolina
$10.1M -$388K -6,738 -4%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$10M +$1.4M +24,261 +17%
HNWAG
192
High Net Worth Advisory Group
Florida
$10M +$366K +6,355 +4%
RGF
193
Retirement Guys Formula
Ohio
$9.84M +$743K +12,916 +8%
VAM
194
Verity Asset Management
North Carolina
$9.83M -$2.94M -51,109 -24%
MCIA
195
Mountain Capital Investment Advisors
Colorado
$9.76M +$2.45M +42,509 +35%
ZIMP
196
Zimmermann Investment Management & Planning
Pennsylvania
$9.71M +$1.24M +21,590 +15%
SC
197
Scotia Capital
Ontario, Canada
$9.69M +$158K +2,742 +2%
BCI
198
Brinker Capital Investments
Pennsylvania
$9.54M -$368K -6,399 -4%
OPS
199
Orion Portfolio Solutions
Nebraska
$9.54M -$368K -6,399 -4%
IWA
200
IVC Wealth Advisors
Pennsylvania
$9.53M +$118K +2,056 +1%