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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
551
Strategic Advisors
New York
$486K +$230K +4,147 +96%
MWM
552
Mascagni Wealth Management
Mississippi
$471K -$112K -2,015 -20%
NCM
553
Novare Capital Management
North Carolina
$471K -$339K -6,110 -43%
GS
554
GWN Securities
Florida
$467K -$10.6K -191 -2%
SAI
555
Savvy Advisors Inc
New York
$466K +$140K +2,517 +45%
DAS
556
Diversify Advisory Services
Utah
$465K +$71.1K +1,281 +19%
HIS
557
Harvest Investment Services
Illinois
$465K +$1.28K +23 +0.3%
BWP
558
Balboa Wealth Partners
Arizona
$464K -$5.11K -92 -1%
GFP
559
Guardian Financial Partners
California
$460K +$444K +8,000 New
SFG
560
Socha Financial Group
New York
$458K -$298K -5,361 -40%
CLA
561
Carnegie Lake Advisors
New Jersey
$458K +$14.7K +265 +3%
LPT
562
Legacy Private Trust
Wisconsin
$458K – – –
SIS
563
Sound Income Strategies
Florida
$456K -$21.9K -394 -5%
CAGAS
564
Capital Advisory Group Advisory Services
Minnesota
$455K +$156K +2,818 +55%
PCA
565
Private Capital Advisors
Connecticut
$454K – – –
WIM
566
Westside Investment Management
California
$453K +$6.38K +115 +1%
MWM
567
Modera Wealth Management
New Jersey
$452K – – –
PCA
568
Prosperity Capital Advisors
Ohio
$440K +$55.1K +993 +15%
AO
569
Advisor OS
Illinois
$434K +$419K +7,553 New
SC
570
Searle & Co
Connecticut
$431K – – –
SNWA
571
Siligmueller & Norvid Wealth Advisors
Illinois
$427K +$412K +7,430 New
MC
572
Matisse Capital
Oregon
$426K +$178K +3,199 +76%
TWM
573
Triton Wealth Management
Arizona
$423K +$397K +7,148 New
PCM
574
Pointe Capital Management
Michigan
$421K – – –
MBT
575
Montecito Bank & Trust
California
$420K +$406K +7,310 New
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