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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
426
Cherry Tree Wealth Management
Minnesota
$1.03M -$22.6K -389 -2%
RFN
427
Redwood Financial Network
Ohio
$1.02M -$349 -6 -0%
FNBOO
428
First National Bank of Omaha
Nebraska
$1.02M +$1.01M +17,304 New
AAS
429
Annex Advisory Services
Wisconsin
$1.02M +$79.9K +1,375 +9%
SIA
430
Soltis Investment Advisors
Utah
$1.01M +$47.1K +810 +5%
EWL
431
Emissary Wealth LLC
New Jersey
$1M +$1M +17,236 New
PTC
432
Private Trust Company
Ohio
$997K +$36K +620 +4%
CAM
433
Cozad Asset Management
Illinois
$995K +$206K +3,539 +26%
AHL
434
Abel Hall LLC
Louisiana
$994K – – –
AAS
435
Asset Allocation Strategies
Michigan
$992K -$42.9K -739 -4%
TCM
436
Triumph Capital Management
Colorado
$990K +$191K +3,288 +24%
NW
437
NewEdge Wealth
Pennsylvania
$978K -$12.2K -210 -1%
WP
438
Wealthspan Partners
Iowa
$978K +$182K +3,125 +23%
AIA
439
Armor Investment Advisors
North Carolina
$975K -$3.8M -65,465 -80%
PPW
440
Pasadena Private Wealth
California
$973K +$107K +1,844 +12%
CWA
441
Consilium Wealth Advisory
Texas
$972K +$11.7K +202 +1%
XWM
442
Xcel Wealth Management
Florida
$972K +$54.1K +931 +6%
PCG
443
Prosperity Consulting Group
Maryland
$971K +$311K +5,361 +47%
FFWM
444
Future Financial Wealth Management
Ohio
$971K +$20.3K +350 +2%
WB
445
WesBanco Bank
West Virginia
$969K +$43.8K +753 +5%
DCA
446
DB&C Advisors
Michigan
$966K +$966K +16,628 New
ACM
447
Advance Capital Management
Michigan
$966K -$7.03K -121 -0.7%
GDP
448
Great Diamond Partners
Maine
$964K +$963K +16,582 New
EFS
449
Essex Financial Services
Connecticut
$964K -$49.9K -858 -5%
HWA
450
Hilltop Wealth Advisors
North Carolina
$964K -$191K -3,290 -17%
16 17
18
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