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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
226
Pinnacle Associates
New York
$2.67M +$1.6M +28,780 +126%
CPIG
227
Chicago Partners Investment Group
Illinois
$2.65M +$2.87M +51,498 New
WI
228
WBI Investments
New Jersey
$2.65M -$201K -3,617 -7%
PFG
229
Prosperity Financial Group
California
$2.65M +$164K +2,950 +6%
PWM
230
Purus Wealth Management
California
$2.64M -$37.5K -674 -1%
CIA
231
Caerus Investment Advisors
Texas
$2.58M -$20.7K -372 -0.7%
FZCM
232
Flynn Zito Capital Management
New York
$2.55M +$444K +7,977 +19%
WWMSC
233
Wagner Wealth Management (South Carolina)
South Carolina
$2.53M +$370K +6,646 +16%
CAM
234
Cresset Asset Management
Illinois
$2.5M +$1.14M +20,518 +74%
4A
235
4Wealth Advisors
Illinois
$2.46M +$195K +3,497 +8%
SLWA
236
San Luis Wealth Advisors
California
$2.44M +$2.63M +47,189 New
GWA
237
GGM Wealth Advisors
Maryland
$2.43M -$348K -6,251 -12%
MBTD
238
Mechanics Bank - Trust Department
California
$2.4M +$406K +7,294 +19%
SFG
239
Socha Financial Group
New York
$2.4M -$2.25M -40,375 -47%
SDH
240
Sloy Dahl & Holst
Washington
$2.39M +$621K +11,141 +32%
HBFP
241
Henderson Brothers Financial Partners
Pennsylvania
$2.38M +$2.28M +40,976 New
TCWM
242
Total Clarity Wealth Management
Illinois
$2.35M – – –
RGF
243
Retirement Guys Formula
Ohio
$2.35M +$2.53M +45,405 New
CF
244
Concorde Financial
Texas
$2.33M +$69.7K +1,251 +3%
PWMAG
245
Pinnacle Wealth Management Advisory Group
New Jersey
$2.33M +$1.37M +24,520 +120%
GFG
246
Goldstone Financial Group
Illinois
$2.32M -$275K -4,930 -10%
PAG
247
Paladin Advisory Group
Iowa
$2.31M -$212K -3,802 -8%
TCA
248
Transcend Capital Advisors
New Jersey
$2.28M +$626K +11,246 +34%
SFS
249
Sowell Financial Services
Arkansas
$2.28M -$59.4K -1,067 -2%
ZI
250
ZEGA Investments
Florida
$2.25M +$2.42M +43,414 New
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10
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