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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Evercore Wealth Management
New York
$272K +$258K +5,000 New
PP
627
Patron Partners
Texas
$267K +$979 +19 +0.4%
FWA
628
FSC Wealth Advisors
New York
$265K -$4.9K -95 -2%
C
629
Certuity
Florida
$265K +$30.9K +600 +14%
MHWM
630
Montz Harcus Wealth Management
Louisiana
$263K +$250K +4,842 New
CT
631
Clearstead Trust
Maine
$263K +$249K +4,833 New
FGG
632
Financial Guidance Group
Florida
$261K -$29.1K -565 -11%
CJ
633
Caitlin John
Michigan
$261K +$7.58K +147 +3%
RCA
634
Runnymede Capital Advisors
Ohio
$257K -$673K -13,058 -73%
PSFG
635
Park Square Financial Group
Georgia
$256K -$30.9K -600 -11%
M&T Bank
636
M&T Bank
New York
$255K
FFM
637
Forum Financial Management
Illinois
$255K +$10.8K +209 +5%
CG
638
CFO4Life Group
Texas
$254K +$2.73K +53 +1%
AAP
639
Arax Advisory Partners
Colorado
$254K
FA
640
Fountainhead AM
New Jersey
$253K
LPAM
641
Lodestar Private Asset Management
California
$252K
MSFS
642
Main Street Financial Solutions
Pennsylvania
$251K +$2.01K +39 +0.9%
RWMG
643
Redwood Wealth Management Group
New Jersey
$250K +$25.8K +500 +12%
LIG
644
Lokken Investment Group
Delaware
$248K -$27.8K -540 -11%
CMMS
645
Comprehensive Money Management Services
Florida
$244K +$231K +4,490 New
BlackRock
646
BlackRock
New York
$244K +$93.7K +1,818 +68%
GHA
647
Granite Harbor Advisors
Texas
$244K +$7.73K +150 +3%
CCM
648
Coldstream Capital Management
Washington
$243K -$619 -12 -0.3%
IWN
649
Independent Wealth Network
Iowa
$240K +$227K +4,408 New
WANY
650
Wealthspire Advisors (New York)
New York
$238K -$2.92M -56,721 -93%