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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
51
Independent Financial Group
California
$16M +$920K +17,119 +6%
MFGM
52
Marshall Financial Group (Maryland)
Maryland
$15.8M +$1.34M +24,925 +10%
GL
53
Graypoint LLC
New York
$15.3M +$177K +3,288 +1%
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$15.1M +$2.95M +54,950 +25%
Mariner
55
Mariner
Kansas
$14.6M +$2.6M +48,424 +22%
CA
56
Cornerstone Advisory
Maryland
$13.8M +$869K +16,162 +7%
PA
57
PSI Advisors
Florida
$13.7M +$3.84M +71,493 +41%
NA
58
NewEdge Advisors
Louisiana
$13.5M +$6.41M +119,261 +97%
EWS
59
Evergreen Wealth Solutions
Pennsylvania
$13.4M +$400K +7,437 +3%
CAL
60
Capital Analysts LLC
Pennsylvania
$13.2M +$219K +4,072 +2%
BCI
61
Brinker Capital Investments
Pennsylvania
$13.1M +$666K +12,386 +6%
OPS
62
Orion Portfolio Solutions
Nebraska
$13.1M +$666K +12,386 +6%
BWP
63
Bernardo Wealth Planning
Pennsylvania
$13M +$274K +5,092 +2%
HCM
64
Howard Capital Management
Georgia
$12.8M +$3.08M +57,342 +33%
MFG
65
Magnus Financial Group
New York
$12.8M +$12.1M +224,434 +4,212%
EIP
66
Ellis Investment Partners
Pennsylvania
$12.5M +$1.03M +19,231 +9%
WA
67
Waverly Advisors
Alabama
$11.9M +$11.1M +206,257 +2,348%
BRWA
68
B. Riley Wealth Advisors
Florida
$11.9M +$11.1M +206,738 +2,807%
SHFP
69
Second Half Financial Partners
Florida
$11.8M -$329K -6,122 -3%
MAM
70
Marquette Asset Management
Minnesota
$11.4M +$11.1M +206,236 New
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$11.1M +$10.7M +199,115 New
MW
72
MBL Wealth
North Carolina
$11M +$4.63M +86,160 +77%
WCP
73
Wick Capital Partners
Pennsylvania
$10.8M +$383K +7,117 +4%
MOS
74
MGO One Seven
Ohio
$10.7M -$253K -4,704 -2%
CSPAM
75
Cary Street Partners Asset Management
Virginia
$10.7M +$1.54M +28,624 +18%