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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FIC
451
Family Investment Center
Missouri
$288K +$40.8K +759 +17%
FCG
452
Fielder Capital Group
Tennessee
$278K – – –
PCS
453
Personal CFO Solutions
New Jersey
$277K +$28.1K +523 +12%
CWA
454
Clarus Wealth Advisors
Arizona
$272K +$3.87K +72 +2%
SL
455
SWMG LLC
Texas
$272K -$116K -2,165 -31%
EFG
456
Ethos Financial Group
Pennsylvania
$272K +$264K +4,903 New
JWM
457
Jupiter Wealth Management
Colorado
$269K – – –
FWA
458
FSC Wealth Advisors
New York
$267K +$7.2K +134 +3%
MFA
459
Mayflower Financial Advisors
Massachusetts
$267K – – –
EM
460
ELCO Management
New York
$266K -$10.7K -200 -4%
JCM
461
Jacobi Capital Management
Pennsylvania
$264K +$256K +4,761 New
FA
462
Fortis Advisors
Pennsylvania
$262K +$253K +4,716 New
PCA
463
Prosperity Capital Advisors
Ohio
$260K +$252K +4,690 New
UCFA
464
United Capital Financial Advisors
Texas
$260K -$151K -2,807 -37%
TP
465
Tranquility Partners
Tennessee
$254K -$5.43K -101 -2%
PCM
466
Pennsylvania Capital Management
Pennsylvania
$254K +$246K +4,573 New
FA
467
Fermata Advisors
California
$251K +$21.6K +402 +10%
RCAG
468
Rehmann Capital Advisory Group
Michigan
$250K +$242K +4,501 New
SIS
469
Sound Income Strategies
Florida
$250K +$99.1K +1,843 +69%
LFG
470
Larson Financial Group
Missouri
$244K +$236K +4,393 New
CCG
471
Capital CS Group
California
$243K +$235K +4,373 New
WSCM
472
Wellington Shields Capital Management
New York
$239K – – –
BL
473
BFSG LLC
California
$236K +$24.7K +460 +12%
GWP
474
Gateway Wealth Partners
Wisconsin
$234K – – –
SFG
475
Sovereign Financial Group
Connecticut
$233K +$226K +4,203 New
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