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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
376
Castle Rock Wealth Management
California
$519K +$43.6K +811 +9%
XWM
377
Xcel Wealth Management
Florida
$517K +$61.1K +1,137 +14%
GWANC
378
Guardian Wealth Advisors (North Carolina)
North Carolina
$516K – – –
P
379
&Partners
Tennessee
$510K +$494K +9,197 New
FIA
380
Foundations Investment Advisors
Arizona
$508K +$271K +5,044 +123%
IAP
381
Indie Asset Partners
Indiana
$507K +$491K +9,142 New
CCB
382
Country Club Bank
Missouri
$507K +$188K +3,501 +62%
HIA
383
Harbor Investment Advisory
Maryland
$505K +$247K +4,605 +103%
CFO
384
CVA Family Office
Colorado
$495K +$182K +3,380 +61%
CAM
385
Columbia Asset Management
Michigan
$495K +$479K +8,919 New
CL
386
Choreo LLC
Illinois
$491K +$478K +8,889 New
CWS
387
Confluence Wealth Services
Pennsylvania
$489K +$56.8K +1,057 +14%
AAS
388
Asset Allocation Strategies
Michigan
$487K +$215K +3,999 +84%
MC
389
Moors & Cabot
Massachusetts
$485K +$98K +1,823 +26%
CA
390
Continuum Advisory
Idaho
$479K +$173K +3,214 +59%
Qube Research & Technologies (QRT)
391
Qube Research & Technologies (QRT)
United Kingdom
$473K +$392K +7,301 +595%
CA
392
Clearstead Advisors
Ohio
$470K +$50.5K +939 +12%
CW
393
CreativeOne Wealth
Kansas
$453K -$195K -3,624 -31%
MSFS
394
Main Street Financial Solutions
Pennsylvania
$452K +$12K +224 +3%
Northern Trust
395
Northern Trust
Illinois
$451K +$73K +1,359 +20%
SFP
396
Shepherd Financial Partners
Massachusetts
$449K – – –
VCP
397
Verus Capital Partners
Arizona
$449K +$101K +1,882 +30%
SCM
398
Saxony Capital Management
Missouri
$446K +$113K +2,098 +35%
AWE
399
Avidian Wealth Enterprises
Texas
$442K +$429K +7,973 New
BWM
400
Birchcreek Wealth Management
Ohio
$440K – – –