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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
201
Paragon Private Wealth Management
Kentucky
$565K +$551K +8,945 New
RIA
202
Regal Investment Advisors
Michigan
$553K +$40.2K +652 +8%
CMS
203
Capital Market Strategies
Florida
$541K +$528K +8,566 New
MA
204
Mutual Advisors
Nebraska
$536K +$194K +3,142 +59%
APA
205
American Portfolios Advisors
New York
$532K +$224K +3,644 +76%
BTWM
206
Baker Tilly Wealth Management
Wisconsin
$524K +$265K +4,300 +108%
IFG
207
Independent Financial Group
California
$523K +$15.6K +253 +3%
IAS
208
Investment Advisory Services
Texas
$511K +$120K +1,941 +32%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$510K +$497K +8,072 New
OIA
210
OneDigital Investment Advisors
Kansas
$509K +$281K +4,556 +130%
William Blair & Company
211
William Blair & Company
Illinois
$507K +$99.9K +1,621 +25%
ACM
212
Ategra Capital Management
Virginia
$505K
F
213
F3Logic
Minnesota
$504K +$88.9K +1,443 +22%
PFP
214
Paragon Financial Partners
California
$501K +$488K +7,927 New
SMC
215
Smith, Moore & Co
Missouri
$494K +$482K +7,824 New
AR
216
Apeiron RIA
Texas
$490K +$477K +7,750 New
SAM
217
Seelaus Asset Management
New Jersey
$488K +$61.6K +1,000 +15%
RFC
218
Regions Financial Corp
Alabama
$483K +$93.3K +1,515 +25%
IA
219
IAM Advisory
Pennsylvania
$461K +$168K +2,735 +59%
CT
220
Cambridge Trust
Massachusetts
$444K +$101K +1,634 +30%
WMP
221
Wealth Management Partners
Arizona
$437K +$86.6K +1,405 +25%
LFGH
222
Lee Financial Group Hawaii
Hawaii
$430K -$6.1K -99 -1%
Cerity Partners
223
Cerity Partners
New York
$430K +$419K +6,807 New
VCM
224
Virtue Capital Management
Tennessee
$423K +$412K +6,691 New
ACA
225
Aptus Capital Advisors
Alabama
$420K +$407K +6,600 New