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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$873M -$15.3M -265,050 -2%
Morgan Stanley
2
Morgan Stanley
New York
$736M +$382M +6,604,865 +99%
Bank of America
3
Bank of America
North Carolina
$566M +$251M +4,338,355 +74%
Wells Fargo
4
Wells Fargo
California
$247M +$81.8M +1,413,060 +46%
RIG
5
RiverFront Investment Group
Virginia
$214M +$73.2M +1,265,486 +49%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$154M +$71.9M +1,242,559 +81%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$148M +$74.8M +1,292,687 +94%
Osaic Holdings
8
Osaic Holdings
Arizona
$111M +$41.6M +718,969 +56%
RCM
9
Requisite Capital Management
Texas
$98.3M +$17.7M +305,026 +21%
RJA
10
Raymond James & Associates
Florida
$88.3M +$23.9M +412,331 +35%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$84.3M +$20.6M +355,313 +31%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$74.9M +$11.7M +202,891 +18%
CA
13
Cornerstone Advisory
Maryland
$59.4M -$8.96M -154,830 -13%
RA
14
Rational Advisors
New York
$53.6M +$2.68M +46,394 +5%
GI
15
Gradient Investments
Minnesota
$45.7M +$363K +6,274 +0.8%
CIA
16
Compass Ion Advisors
Pennsylvania
$44.4M +$46.3M +800,839 New
Truist Financial
17
Truist Financial
North Carolina
$39.5M +$12.9M +222,766 +45%
PI
18
PFS Investments
Georgia
$34.7M +$2.36M +40,713 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$32.8M +$7.55M +130,495 +28%
BPWM
20
Badgley Phelps Wealth Managers
Washington
$32.3M +$9.43M +162,881 +39%
AUB
21
Atlantic Union Bankshares
Virginia
$23.8M +$24.9M +430,006 New
LGA
22
Lebenthal Global Advisors
New York
$23.6M +$24.7M +426,403 New
Stifel Financial
23
Stifel Financial
Missouri
$22.1M +$7.07M +122,145 +44%
MML Investors Services
24
MML Investors Services
Massachusetts
$21.9M +$13.5M +232,446 +143%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$20.3M +$12.4M +214,494 +142%