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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWIG
501
Chung Wu Investment Group
Texas
$947K +$29.7K +500 +3%
HSA
502
HBK Sorce Advisory
Pennsylvania
$947K -$12.5K -211 -1%
SG
503
StoneX Group
New York
$947K +$21.7K +365 +2%
JCM
504
Jacobi Capital Management
Pennsylvania
$942K +$26.3K +443 +3%
FFA
505
Florida Financial Advisors
Florida
$939K -$89.9K -1,515 -9%
ACM
506
Advance Capital Management
Michigan
$927K -$29.4K -495 -3%
CCA
507
Corps Capital Advisors
Texas
$926K – – –
TSS
508
Taylor Securities Services
Pennsylvania
$926K +$607K +10,221 +211%
HIA
509
Harbor Investment Advisory
Maryland
$920K +$109K +1,835 +14%
WFAG
510
Worth Financial Advisory Group
North Carolina
$912K +$881K +14,844 New
SC
511
Savant Capital
Illinois
$907K +$60.8K +1,024 +7%
CSPIA
512
Cary Street Partners Investment Advisory
Virginia
$904K -$1.27M -21,426 -59%
FA
513
Fermata Advisors
California
$894K -$7.89K -133 -0.9%
WB
514
WesBanco Bank
West Virginia
$893K +$30.9K +520 +4%
PP
515
Patron Partners
Texas
$891K +$186K +3,135 +28%
TP
516
Thayer Partners
Pennsylvania
$890K +$859K +14,484 New
CNWM
517
Clay Northam Wealth Management
California
$885K – – –
BB
518
Bell Bank
North Dakota
$882K -$58.6K -988 -6%
BFS
519
Bradley Foster & Sargent
Connecticut
$877K -$5.58K -94 -0.7%
AGP
520
Autumn Glory Partners
Texas
$874K – – –
TW
521
TritonPoint Wealth
Maryland
$869K -$32.2K -542 -4%
TP
522
TritonPoint Partners
Maryland
$869K +$839K +14,139 New
OL
523
Owen LaRue
Kentucky
$869K +$2.2K +37 +0.3%
VCP
524
Verus Capital Partners
Arizona
$863K +$45.6K +768 +6%
SEP
525
Signature Equity Partners
Ohio
$863K +$190K +3,210 +30%
19 20
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