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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
201
Signature Wealth Management Partners
New Jersey
$9.04M +$703K +12,486 +9%
RIL
202
Rothschild Investment LLC
Illinois
$9.03M +$150K +2,659 +2%
CB
203
Community Bank
New York
$8.95M -$3.87M -68,699 -31%
RWA
204
Rooted Wealth Advisors
Illinois
$8.88M +$335K +5,952 +4%
PIWA
205
Prevail Innovative Wealth Advisors
Kansas
$8.81M -$214K -3,798 -2%
OIA
206
OneDigital Investment Advisors
Kansas
$8.79M +$201K +3,575 +2%
HNWAG
207
High Net Worth Advisory Group
Florida
$8.78M +$1.41M +25,077 +20%
EIP
208
Ellis Investment Partners
Pennsylvania
$8.77M +$848K +15,058 +11%
IWA
209
IVC Wealth Advisors
Pennsylvania
$8.72M +$187K +3,316 +2%
Koshinski Asset Management
210
Koshinski Asset Management
Illinois
$8.62M -$3.42M -60,662 -29%
IFG
211
Independent Financial Group
California
$8.55M +$1.18M +20,895 +16%
NW
212
Naviter Wealth
Arkansas
$8.55M +$963K +17,100 +13%
MAG
213
Mayfair Advisory Group
Alabama
$8.36M +$939K +16,667 +13%
SW
214
StrongBox Wealth
Missouri
$8.35M -$114K -2,029 -1%
LIA
215
Luken Investment Analytics
Tennessee
$8.35M +$8.13M +144,325 New
CIBC World Market
216
CIBC World Market
Ontario, Canada
$8.34M +$4.85M +86,163 +148%
IA
217
IFP Advisors
Florida
$8.29M -$2.36M -41,877 -23%
NEPWA
218
New England Private Wealth Advisors
Massachusetts
$8.27M +$192K +3,411 +2%
RDFA
219
Ritter Daniher Financial Advisory
Ohio
$8.14M +$636K +11,294 +9%
RGF
220
Retirement Guys Formula
Ohio
$8.11M +$951K +16,887 +14%
MAG
221
Members Advisory Group
New York
$8.09M +$127K +2,263 +2%
WAOI
222
Wealth Advisors of Iowa
Iowa
$8.05M +$1.8M +31,997 +30%
Renaissance Technologies
223
Renaissance Technologies
New York
$8.02M -$8.18M -145,262 -51%
DADC
224
D.A. Davidson & Co
Montana
$7.98M +$1.51M +26,793 +24%
PA
225
Procyon Advisors
Connecticut
$7.96M -$508K -9,018 -6%