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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$727K +$211K +4,932 +44%
OC
102
Oppenheimer & Co
New York
$721K +$685K +15,980 New
CF
103
Centaurus Financial
California
$704K +$226K +5,286 +51%
AWM
104
Apollon Wealth Management
South Carolina
$704K +$669K +15,610 New
IWM
105
IHT Wealth Management
Illinois
$700K +$665K +15,531 New
Lido Advisors
106
Lido Advisors
California
$687K +$653K +15,235 New
HIP
107
HUB Investment Partners
Texas
$685K +$368K +8,595 +130%
AUB
108
Atlantic Union Bankshares
Virginia
$684K +$650K +15,176 New
BFA
109
Beacon Financial Advisory
Ohio
$679K +$646K +15,069 New
PWM
110
Prosperity Wealth Management
California
$676K -$297K -6,942 -32%
DC
111
Davenport & Co
Virginia
$641K +$609K +14,214 New
CW
112
CreativeOne Wealth
Kansas
$633K +$88.4K +2,064 +17%
GM
113
GeoWealth Management
Illinois
$630K -$31.2K -728 -5%
SFA
114
Source Financial Advisors
New York
$628K -$31.2K -728 -5%
RIL
115
Rothschild Investment LLC
Illinois
$618K +$587K +13,711 New
CFG
116
Cooper Financial Group
California
$612K +$62.4K +1,457 +12%
Citadel Advisors
117
Citadel Advisors
Florida
$609K -$1.51M -35,279 -72%
CAN
118
Cetera Advisor Networks
California
$595K +$566K +13,206 New
CPW
119
Crestmont Private Wealth
Texas
$592K +$85.7K +2,000 +18%
BAM
120
BTS Asset Management
Massachusetts
$588K – – –
NCM
121
NCM Capital Management
New Jersey
$582K +$280K +6,535 +103%
TAM
122
Tucker Asset Management
Colorado
$538K +$511K +11,930 New
CWA
123
Clarity Wealth Advisors
California
$531K +$504K +11,770 New
SSWM
124
Sheets Smith Wealth Management
North Carolina
$527K +$501K +11,690 New
RJFSA
125
Raymond James Financial Services Advisors
Florida
$521K +$495K +11,553 New