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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
501
Cadence Bank
Mississippi
$225K +$220K +4,100 New
CWM
502
Cornerstone Wealth Management
Missouri
$225K +$220K +4,099 New
AP
503
Adero Partners
California
$225K – – –
SFG
504
Sovereign Financial Group
Connecticut
$223K -$8.1K -151 -4%
TC
505
TownSquare Capital
Utah
$222K +$12.4K +232 +6%
FFM
506
Forum Financial Management
Illinois
$221K +$215K +4,017 New
GIA
507
Guyasuta Investment Advisors
Pennsylvania
$220K +$215K +4,000 New
VAG
508
VisionPoint Advisory Group
Texas
$219K +$27.3K +509 +15%
FHA
509
Flagship Harbor Advisors
Massachusetts
$218K +$213K +3,965 New
HNB
510
Huntington National Bank
Ohio
$215K – – –
TCWA
511
Turtle Creek Wealth Advisors
Texas
$215K +$210K +3,910 New
RWP
512
Ridgecrest Wealth Partners
California
$214K – – –
APW
513
Aurora Private Wealth
New Jersey
$214K -$72.7K -1,356 -26%
SG
514
StoneX Group
New York
$212K +$207K +3,864 New
CAM
515
Concorde Asset Management
Michigan
$211K +$206K +3,850 New
BFG
516
Berger Financial Group
Minnesota
$211K +$2.63K +49 +1%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$209K +$3.86K +72 +2%
SAM
518
Secure Asset Management
Michigan
$209K -$751 -14 -0.4%
FPWM
519
FSB Premier Wealth Management
Iowa
$208K -$16.7K -312 -8%
CAGAS
520
Capital Advisory Group Advisory Services
Minnesota
$208K +$203K +3,785 New
CFP
521
Cascade Financial Partners
California
$202K – – –
CWA
522
Canvas Wealth Advisors
Kansas
$201K -$153K -2,862 -44%
GTAM
523
Global Trust Asset Management
Florida
$199K +$27.9K +520 +17%
CWC
524
Carolinas Wealth Consulting
North Carolina
$197K +$188K +3,498 +3,606%
CAM
525
Costello Asset Management
Pennsylvania
$191K +$187K +3,478 New
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