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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
451
BTS Asset Management
Massachusetts
$599K +$306K +5,448 +105%
MI
452
Motiv8 Investments
Florida
$597K +$595K +10,592 New
HCP
453
Hexagon Capital Partners
Arkansas
$589K +$56.4K +1,004 +11%
M1FG
454
Mach-1 Financial Group
Arkansas
$585K -$6.81M -121,347 -92%
PTC
455
Private Trust Company
Ohio
$584K +$242K +4,310 +71%
CRWM
456
Castle Rock Wealth Management
California
$583K +$21.1K +375 +4%
BSSFA
457
Baron Silver Stevens Financial Advisors
Florida
$581K +$201K +3,584 +53%
CCFM
458
Clear Creek Financial Management
Washington
$581K +$306K +5,448 +112%
AG
459
AmeriFlex Group
Nevada
$580K +$566K +10,088 New
IFWM
460
Institute for Wealth Management
Colorado
$579K +$576K +10,268 New
GCM
461
Generation Capital Management
New York
$578K +$575K +10,245 New
FSBI
462
Fearless Solutions (Best Invest)
Texas
$578K +$575K +10,244 New
GWANC
463
Guardian Wealth Advisors (North Carolina)
North Carolina
$574K +$50.5K +900 +10%
XWM
464
Xcel Wealth Management
Florida
$574K +$168 +3 +0%
AI
465
Atria Investments
North Carolina
$566K +$564K +10,046 New
TWP
466
Tempus Wealth Planning
California
$564K +$561K +10,000 New
MC
467
Moors & Cabot
Massachusetts
$556K +$152K +2,701 +38%
CAL
468
Capital Advisors Ltd
Ohio
$552K +$199K +3,543 +57%
MSFS
469
Main Street Financial Solutions
Pennsylvania
$550K +$47.6K +848 +10%
SA
470
Skyline Advisors
Washington
$549K +$546K +9,731 New
GGV
471
GG Group Ventures
Florida
$548K -$204K -3,628 -27%
MFP
472
Meridian Financial Partners
Virginia
$548K -$890K -15,846 -62%
IAP
473
Indie Asset Partners
Indiana
$546K +$13.9K +247 +3%
ATS
474
Ashton Thomas Securities
New York
$538K +$159K +2,841 +42%
SFP
475
Shepherd Financial Partners
Massachusetts
$531K – – –
17 18
19
20 21