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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
401
Comprehensive Financial Planning
Pennsylvania
$1.01M +$31.3K +564 +3%
RFN
402
Redwood Financial Network
Ohio
$1.01M +$153K +2,763 +19%
EFS
403
Essex Financial Services
Connecticut
$1M -$79.1K -1,425 -8%
NW
404
NewEdge Wealth
Pennsylvania
$998K -$44.5K -802 -4%
AHL
405
Abel Hall LLC
Louisiana
$984K – – –
RCM
406
Requisite Capital Management
Texas
$973K +$551K +9,923 +142%
OIA
407
OneDigital Investment Advisors
Kansas
$963K +$24.6K +443 +3%
ACM
408
Advance Capital Management
Michigan
$963K -$22.4K -403 -2%
CCB
409
Country Club Bank
Missouri
$958K +$187K +3,363 +25%
VT
410
Vise Technologies
New York
$953K +$919K +16,560 New
PTC
411
Private Trust Company
Ohio
$951K +$130K +2,333 +16%
CWA
412
Consilium Wealth Advisory
Texas
$951K +$16.6K +299 +2%
SIA
413
Soltis Investment Advisors
Utah
$948K +$915K +16,482 New
JWWM
414
Johnson & White Wealth Management
Pennsylvania
$946K -$7.44K -134 -0.8%
FFWM
415
Future Financial Wealth Management
Ohio
$944K +$243K +4,376 +36%
AAS
416
Annex Advisory Services
Wisconsin
$929K +$53.9K +971 +6%
SFGP
417
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$928K +$12.2K +219 +1%
CFO
418
CVA Family Office
Colorado
$922K -$59K -1,063 -6%
SWM
419
Steinberganna Wealth Management
New York
$921K +$889K +16,012 New
NA
420
Nautilus Advisors
California
$918K -$51.6K -930 -6%
5W
421
5T Wealth
California
$918K +$198K +3,559 +29%
WB
422
WesBanco Bank
West Virginia
$915K +$8.05K +145 +0.9%
XWM
423
Xcel Wealth Management
Florida
$909K +$174K +3,137 +25%
Millennium Management
424
Millennium Management
New York
$908K +$876K +15,782 New
BFS
425
Bradley Foster & Sargent
Connecticut
$901K -$80.9K -1,457 -9%