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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
351
Smartleaf Asset Management
Massachusetts
$812K +$211K +3,937 +36%
TCM
352
Triumph Capital Management
Colorado
$781K -$190K -3,535 -20%
ASN
353
Advisory Services Network
Georgia
$780K – – –
EWA
354
Etesian Wealth Advisors
Oregon
$780K +$182K +3,399 +31%
IAS
355
Investment Advisory Services
Texas
$778K +$759K +14,158 New
RRA
356
Round Rock Advisors
Connecticut
$776K +$61.5K +1,147 +9%
CAAS
357
Capital Asset Advisory Services
Michigan
$775K +$35.3K +658 +5%
MIC
358
Means Investment Company
Maine
$774K +$73.2K +1,364 +11%
SBIA
359
Sheaff Brock Investment Advisors
Indiana
$764K +$38.9K +725 +6%
GGV
360
GG Group Ventures
Florida
$755K -$202K -3,769 -22%
IAA
361
Ironsides Asset Advisors
North Carolina
$755K +$737K +13,740 New
BMWM
362
Brown Miller Wealth Management
Virginia
$755K +$737K +13,737 New
RA
363
Rockingstone Advisors
Massachusetts
$750K -$2.68K -50 -0.4%
AF
364
Apexium Financial
Texas
$721K +$704K +13,117 New
CIA
365
Caerus Investment Advisors
Texas
$717K -$5.91M -110,241 -89%
SEP
366
Southland Equity Partners
Missouri
$701K -$217K -4,045 -24%
SW
367
SteelPeak Wealth
California
$696K +$281K +5,230 +70%
AAS
368
Asset Allocation Strategies
Michigan
$695K +$208K +3,885 +44%
CIA
369
Concurrent Investment Advisors
Florida
$694K -$577K -10,754 -46%
PIA
370
Panoramic Investment Advisors
Colorado
$689K +$673K +12,550 New
EFS
371
Essex Financial Services
Connecticut
$680K -$22K -410 -3%
CPL
372
CAP Partners LLC
Tennessee
$678K +$4.45K +83 +0.7%
CA
373
Calton & Associates
Florida
$677K +$661K +12,321 New
TW
374
TritonPoint Wealth
Maryland
$672K +$84.7K +1,579 +15%
HFS
375
Howard Financial Services
Texas
$670K -$51.6K -963 -7%
13 14
15
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