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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
326
Source Financial Advisors
New York
$969K -$48.2K -899 -5%
KWM
327
KFG Wealth Management
Indiana
$954K +$88.6K +1,652 +11%
SCM
328
Steele Capital Management
Iowa
$953K +$310K +5,775 +50%
CFG
329
Cooper Financial Group
California
$941K -$65.4K -1,219 -7%
CW
330
CreativeOne Wealth
Kansas
$918K +$459K +8,550 +105%
AGP
331
Autumn Glory Partners
Texas
$911K +$577K +10,767 +185%
JIP
332
Jaffetilchin Investment Partners
Florida
$908K +$1.98K +37 +0.2%
FLPIM
333
F.L. Putnam Investment Management
Massachusetts
$904K -$102K -1,899 -10%
VA
334
Valmark Advisers
Ohio
$902K +$142K +2,647 +19%
SSWM
335
Sheets Smith Wealth Management
North Carolina
$894K +$179K +3,337 +26%
PPWM
336
Perissos Private Wealth Management
Oklahoma
$881K +$317K +5,907 +58%
JF
337
JSF Financial
California
$874K +$70.6K +1,317 +9%
BWA
338
Beam Wealth Advisors
Louisiana
$868K +$17.3K +322 +2%
EFS
339
Econ Financial Services
Pennsylvania
$866K +$124K +2,314 +17%
NCM
340
NCM Capital Management
New Jersey
$863K +$85.9K +1,602 +11%
SCA
341
Snowden Capital Advisors
New York
$862K +$31.3K +584 +4%
AWM
342
Avaii Wealth Management
Wisconsin
$852K +$832K +15,508 New
CAM
343
Cresset Asset Management
Illinois
$851K +$172K +3,209 +26%
AWE
344
Avidian Wealth Enterprises
Texas
$850K +$402K +7,503 +94%
CWA
345
Consilium Wealth Advisory
Texas
$843K -$2.63M -49,122 -76%
MBTD
346
Mechanics Bank - Trust Department
California
$840K +$249K +4,650 +44%
CWS
347
Confluence Wealth Services
Pennsylvania
$832K +$339K +6,326 +72%
SFG
348
SevenBridge Financial Group
Pennsylvania
$828K +$4.02K +75 +0.5%
RA
349
RFG Advisory
Alabama
$828K +$171K +3,187 +27%
PWM
350
Perigon Wealth Management
California
$822K -$132K -2,461 -14%