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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$53.8M -$2.37M -41,035 -4%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$50.9M +$5.42M +93,783 +11%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$49.5M +$3.85M +66,643 +8%
HighTower Advisors
29
HighTower Advisors
Illinois
$47.3M +$651K +11,249 +1%
SS
30
SBI Securities
Japan
$42.7M +$1.81M +31,250 +4%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$42.5M +$6.28M +108,650 +17%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$38.2M +$1.64M +28,352 +4%
AWM
33
Apollon Wealth Management
South Carolina
$36.6M +$2.75M +47,598 +8%
SPIA
34
Steward Partners Investment Advisory
New York
$36.1M +$2.15M +37,196 +6%
WAOI
35
Wealth Advisors of Iowa
Iowa
$35.3M +$933K +16,125 +3%
CSP
36
Cary Street Partners
Virginia
$34.9M +$2.29M +39,517 +7%
Truist Financial
37
Truist Financial
North Carolina
$33.3M +$1.22M +21,074 +4%
Franklin Resources
38
Franklin Resources
California
$32.9M +$170K +2,936 +0.5%
GVAG
39
Great Valley Advisor Group
Delaware
$32.6M +$3.51M +60,769 +12%
IAA
40
Independent Advisor Alliance
North Carolina
$31.6M +$32.9M +568,891 New
SEIA
41
Signature Estate & Investment Advisors
California
$31.5M -$1.24M -21,519 -4%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$30.8M +$6.24M +107,889 +24%
NA
43
NewEdge Advisors
Louisiana
$30.7M +$2.45M +42,440 +8%
PA
44
PSI Advisors
Florida
$29.1M +$1.64M +28,279 +6%
LGA
45
Lebenthal Global Advisors
New York
$29.1M +$333K +5,766 +1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$29M +$9.77M +168,954 +48%
MFG
47
Magnus Financial Group
New York
$28M +$2.19M +37,879 +8%
HIP
48
HUB Investment Partners
Texas
$25.8M +$6.13M +105,933 +29%
WA
49
Waverly Advisors
Alabama
$23.5M +$7.74M +133,909 +46%
JRFS
50
James Reed Financial Services
Ohio
$23.4M -$1.07M -18,559 -4%