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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
351
Cerity Partners
New York
$647K +$627K +11,658 New
EFS
352
Essex Financial Services
Connecticut
$646K +$130K +2,415 +24%
SCM
353
Steele Capital Management
Iowa
$643K +$228K +4,250 +58%
CD
354
Chapin Davis
Maryland
$636K +$107K +1,988 +21%
Bank of New York Mellon
355
Bank of New York Mellon
New York
$623K -$43.9K -816 -7%
SAM
356
Smartleaf Asset Management
Massachusetts
$604K +$585K +10,880 New
SC
357
Scotia Capital
Ontario, Canada
$603K +$584K +10,870 New
EWA
358
Etesian Wealth Advisors
Oregon
$599K +$145K +2,705 +33%
TW
359
TritonPoint Wealth
Maryland
$593K +$113K +2,109 +25%
MBTD
360
Mechanics Bank - Trust Department
California
$591K +$572K +10,640 New
NPT
361
National Philanthropic Trust
Pennsylvania
$590K
SFA
362
Sequoia Financial Advisors
Ohio
$582K -$150K -2,790 -21%
CIA
363
Capital Investment Advisors
Georgia
$582K +$564K +10,488 New
PCM
364
Parsons Capital Management
Rhode Island
$573K +$142K +2,642 +34%
PPWM
365
Perissos Private Wealth Management
Oklahoma
$562K +$265K +4,926 +95%
CAG
366
Csenge Advisory Group
Florida
$559K +$62.9K +1,170 +13%
EWA
367
EP Wealth Advisors
California
$555K +$199K +3,700 +59%
Bank of Montreal
368
Bank of Montreal
Ontario, Canada
$555K +$37.7K +702 +8%
PWP
369
Precedent Wealth Partners
Texas
$546K +$529K +9,844 New
BA
370
Bridge Advisory
California
$534K +$213K +3,963 +70%
MWM
371
Marion Wealth Management
Pennsylvania
$524K -$13.7K -255 -3%
RWA
372
Redhawk Wealth Advisors
Minnesota
$523K +$3.12K +58 +0.6%
GGS
373
Galvin Gaustad & Stein
Arizona
$523K +$6.72K +125 +1%
MCA
374
Millennium Capital Advisors
Arkansas
$520K +$3.23K +60 +0.6%
CRWM
375
Castle Rock Wealth Management
California
$519K +$43.6K +811 +9%