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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
501
Marshall & Sterling Wealth Advisors
New York
$761K -$538K -9,254 -41%
TCWM
502
Total Clarity Wealth Management
Illinois
$759K +$1.8K +31 +0.2%
AI
503
Atria Investments
North Carolina
$752K +$61.1K +1,052 +9%
TM
504
TigerOak Management
New Mexico
$751K +$13.9K +240 +2%
TWM
505
TopTier Wealth Management
Wisconsin
$749K +$749K +12,889 New
CA
506
Calton & Associates
Florida
$749K +$7.67K +132 +1%
JWBC
507
John W. Brooker & Co
California
$748K +$464K +7,978 +163%
CPL
508
CAP Partners LLC
Tennessee
$746K -$53K -913 -7%
ACM
509
Absolute Capital Management
Pennsylvania
$744K +$89.1K +1,533 +14%
MWM
510
Meridian Wealth Management
Kentucky
$739K +$469K +8,068 +174%
TF
511
Tandem Financial
Colorado
$729K -$81.4K -1,401 -10%
EFG
512
Ehrlich Financial Group
California
$724K -$99.2K -1,707 -12%
HFS
513
Howard Financial Services
Texas
$720K +$2.32K +40 +0.3%
SW
514
SteelPeak Wealth
California
$716K -$705K -12,140 -50%
ZBNA
515
Zions Bancorporation, National Association
Utah
$715K – – –
SWM
516
Silverlake Wealth Management
Vermont
$709K +$103K +1,772 +17%
MFP
517
Meridian Financial Partners
Virginia
$708K +$27.7K +476 +4%
IAA
518
Ironsides Asset Advisors
North Carolina
$707K -$2.85K -49 -0.4%
VCP
519
Verus Capital Partners
Arizona
$701K +$92.4K +1,590 +15%
BPW
520
BLVD Private Wealth
Kentucky
$701K +$9.41K +162 +1%
SA
521
Strategic Advisors
New York
$695K +$204K +3,505 +41%
IPA
522
Investment Planning Advisors
Georgia
$692K -$562K -9,668 -45%
FFA
523
First Foundation Advisors
California
$685K +$685K +11,781 New
SEP
524
Southland Equity Partners
Missouri
$684K -$25.9K -445 -4%
GPWM
525
Grant Private Wealth Management
California
$683K +$14.6K +251 +2%
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