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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
501
SteelPeak Wealth
California
$950K -$237 -4 -0%
XT
502
XTX Topco
Cayman Islands
$948K +$915K +15,422 New
CWIG
503
Chung Wu Investment Group
Texas
$947K +$29.7K +500 +3%
HSA
504
HBK Sorce Advisory
Pennsylvania
$947K -$12.5K -211 -1%
SG
505
StoneX Group
New York
$947K +$21.7K +365 +2%
JCM
506
Jacobi Capital Management
Pennsylvania
$942K +$26.3K +443 +3%
FFA
507
Florida Financial Advisors
Florida
$939K -$89.9K -1,515 -9%
ACM
508
Advance Capital Management
Michigan
$927K -$29.4K -495 -3%
CCA
509
Corps Capital Advisors
Texas
$926K – – –
TSS
510
Taylor Securities Services
Pennsylvania
$926K +$607K +10,221 +211%
HIA
511
Harbor Investment Advisory
Maryland
$920K +$109K +1,835 +14%
WFAG
512
Worth Financial Advisory Group
North Carolina
$912K +$881K +14,844 New
SC
513
Savant Capital
Illinois
$907K +$60.8K +1,024 +7%
CSPIA
514
Cary Street Partners Investment Advisory
Virginia
$904K -$1.27M -21,426 -59%
FA
515
Fermata Advisors
California
$894K -$7.89K -133 -0.9%
WB
516
WesBanco Bank
West Virginia
$893K +$30.9K +520 +4%
PP
517
Patron Partners
Texas
$891K +$186K +3,135 +28%
TP
518
Thayer Partners
Pennsylvania
$890K +$859K +14,484 New
CNWM
519
Clay Northam Wealth Management
California
$885K – – –
BB
520
Bell Bank
North Dakota
$882K -$58.6K -988 -6%
BFS
521
Bradley Foster & Sargent
Connecticut
$877K -$5.58K -94 -0.7%
AGP
522
Autumn Glory Partners
Texas
$874K – – –
TW
523
TritonPoint Wealth
Maryland
$869K -$32.2K -542 -4%
TP
524
TritonPoint Partners
Maryland
$869K +$839K +14,139 New
OL
525
Owen LaRue
Kentucky
$869K +$2.2K +37 +0.3%
19 20
21
22 23