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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
501
Panoramic Investment Advisors
Colorado
$781K +$15.6K +270 +2%
GMFG
502
Greater Midwest Financial Group
Minnesota
$781K -$4.69M -81,027 -85%
OMC
503
Old Mission Capital
Illinois
$781K -$347K -6,003 -30%
5W
504
5T Wealth
California
$780K -$42.7K -738 -5%
PWM
505
Perigon Wealth Management
California
$779K +$40.3K +696 +5%
WB
506
WesBanco Bank
West Virginia
$778K -$153K -2,654 -16%
APW
507
Aurora Private Wealth
New Jersey
$774K – – –
FDW
508
Fourth Dimension Wealth
Ohio
$769K +$142K +2,457 +22%
SC
509
Savant Capital
Illinois
$766K -$108K -1,862 -12%
SA
510
Strategic Advisors
New York
$763K +$103K +1,786 +15%
PCM
511
Pennsylvania Capital Management
Pennsylvania
$759K +$204K +3,522 +35%
GPWM
512
Grant Private Wealth Management
California
$757K +$109K +1,877 +16%
YWS
513
Yarger Wealth Strategies
Ohio
$755K +$3.76K +65 +0.5%
FPWM
514
FSB Premier Wealth Management
Iowa
$753K +$243K +4,198 +45%
JF
515
JSF Financial
California
$752K -$703K -12,161 -47%
SIA
516
Soltis Investment Advisors
Utah
$751K -$218K -3,768 -22%
VCP
517
Verus Capital Partners
Arizona
$737K +$69.6K +1,204 +10%
CPL
518
CAP Partners LLC
Tennessee
$731K +$18.4K +319 +2%
CFA
519
Capstone Financial Advisors
Illinois
$730K +$169K +2,928 +29%
BCM
520
Becker Capital Management
Oregon
$730K -$67.7K -1,170 -8%
HIA
521
Harbor Investment Advisory
Maryland
$729K -$22.1K -382 -3%
PGF
522
Plan Group Financial
Oklahoma
$724K +$246K +4,254 +48%
IPA
523
Investment Planning Advisors
Georgia
$716K +$57.4K +992 +8%
HAG
524
HighPoint Advisor Group
Illinois
$704K +$103K +1,788 +16%
AOWM
525
Asset One Wealth Management
Washington
$699K +$690K +11,928 New
19 20
21
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