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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
201
Cerity Partners
New York
$10.6M +$1.68M +30,308 +19%
ARG
202
Advisory Resource Group
Oklahoma
$10.6M +$785K +14,175 +8%
MAG
203
Mayfair Advisory Group
Alabama
$10.6M +$46.4K +838 +0.4%
HNWAG
204
High Net Worth Advisory Group
Florida
$10.5M +$399K +7,198 +4%
AIA
205
Armor Investment Advisors
North Carolina
$10.4M -$322K -5,814 -3%
MFG
206
Merit Financial Group
Georgia
$10.3M -$735K -13,271 -7%
VAM
207
Vienna Asset Management
California
$10.3M +$2.13M +38,442 +27%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$10.2M -$2.38M -42,877 -19%
Wealthfront Advisers
209
Wealthfront Advisers
California
$10.2M +$504K +9,096 +5%
EWA
210
EverSource Wealth Advisors
Alabama
$10.1M -$441K -7,965 -4%
AI
211
Atria Investments
North Carolina
$10.1M +$4.11M +74,165 +72%
CB
212
Community Bank
New York
$10M +$955K +17,236 +11%
CB
213
Cadence Bank
Mississippi
$9.92M +$180K +3,257 +2%
EIP
214
Ellis Investment Partners
Pennsylvania
$9.86M -$1.53M -27,681 -14%
PWM
215
Power Wealth Management
Georgia
$9.86M +$121K +2,182 +1%
BFG
216
Bleakley Financial Group
New Jersey
$9.82M +$7.31M +131,993 +324%
RPGNY
217
Retirement Planning Group (New York)
New York
$9.8M +$1.49M +26,876 +18%
CA
218
Cambridge Advisors
Nebraska
$9.8M +$276K +4,989 +3%
FWM
219
Forefront Wealth Management
Pennsylvania
$9.78M +$2.69M +48,526 +39%
AWMG
220
ADG Wealth Management Group
Louisiana
$9.46M -$480K -8,672 -5%
PAG
221
Private Advisor Group
New Jersey
$9.45M -$3.48M -62,768 -27%
AWM
222
AE Wealth Management
Kansas
$9.4M -$969K -17,494 -10%
BWP
223
Bernardo Wealth Planning
Pennsylvania
$9.39M -$902K -16,288 -9%
BAM
224
Belpointe Asset Management
Nevada
$9.37M +$229K +4,130 +3%
CTC
225
Central Trust Company
Missouri
$9.33M +$160K +2,896 +2%