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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
551
Mendel Capital Management
Arkansas
$407K – – –
MWM
552
Modera Wealth Management
New Jersey
$403K +$434K +7,790 New
CAM
553
Concorde Asset Management
Michigan
$403K +$107K +1,920 +32%
WP
554
Wealthspan Partners
Iowa
$393K +$185K +3,328 +78%
CLA
555
Carnegie Lake Advisors
New Jersey
$389K +$8.63K +155 +2%
FAG
556
Fortitude Advisory Group
Washington
$388K +$1K +18 +0.2%
BAG
557
Bridgewealth Advisory Group
California
$383K -$1.35M -24,238 -77%
SIAG
558
Safeguard Investment Advisory Group
California
$381K +$410K +7,364 New
GWP
559
Gateway Wealth Partners
Wisconsin
$381K +$110K +1,977 +37%
SC
560
Searle & Co
Connecticut
$379K – – –
PCM
561
Pointe Capital Management
Michigan
$379K +$408K +7,320 New
AQR Capital Management
562
AQR Capital Management
Connecticut
$371K -$589K -10,574 -60%
BWP
563
BlueStem Wealth Partners
Minnesota
$371K +$399K +7,166 New
ACG
564
Allen Capital Group
Nebraska
$370K +$188K +3,383 +90%
VCP
565
Verus Capital Partners
Arizona
$368K +$28.9K +519 +8%
CPA
566
Cathy Pareto & Associates
Florida
$368K +$395K +7,100 New
MW
567
Marcum Wealth
Ohio
$365K +$38.9K +699 +11%
SAM
568
Seelaus Asset Management
New Jersey
$364K -$59.1K -1,061 -13%
EGWAG
569
Elwood & Goetz Wealth Advisory Group
Georgia
$355K +$382K +6,860 New
NFP
570
Narus Financial Partners
Utah
$355K +$25.1K +450 +7%
FA
571
Fortis Advisors
Pennsylvania
$349K -$25K -448 -6%
JSW
572
Journey Strategic Wealth
New Jersey
$348K +$59.5K +1,069 +19%
CWM
573
Cornerstone Wealth Management
Missouri
$347K -$6.07K -109 -2%
ATPW
574
Ashton Thomas Private Wealth
Arizona
$342K -$96.8K -1,737 -21%
BWM
575
Birchcreek Wealth Management
Ohio
$339K -$77.1K -1,384 -17%