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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
JWWM
576
Johnson & White Wealth Management
Pennsylvania
$672K +$3.56K +60 +0.6%
KFA
577
Kapstone Financial Advisors
Ohio
$670K +$110K +1,853 +20%
CW
578
CreativeOne Wealth
Kansas
$669K -$1.2M -20,162 -65%
PCFFS
579
Pacific Center for Financial Services
California
$668K +$8.78K +148 +1%
BPW
580
BLVD Private Wealth
Kentucky
$665K -$2.25K -38 -0.4%
BPW
581
BlueDoor Private Wealth
Massachusetts
$661K +$8.66K +146 +1%
GGS
582
Galvin Gaustad & Stein
Arizona
$653K +$185K +3,125 +42%
TWP
583
Tyche Wealth Partners
Texas
$652K -$117K -1,970 -16%
CAL
584
Capital Advisors Ltd
Ohio
$651K +$1.54K +26 +0.2%
CFG
585
Certior Financial Group
Pennsylvania
$650K +$346K +5,827 +123%
PCA
586
Private Capital Advisors
Connecticut
$649K +$179K +3,014 +40%
ECM
587
Ethos Capital Management
Pennsylvania
$643K -$272K -4,590 -31%
MMCM
588
Murphy & Mullick Capital Management
New York
$642K +$2.73K +46 +0.4%
CRWM
589
Castle Rock Wealth Management
California
$641K -$1.25K -21 -0.2%
EFG
590
Ehrlich Financial Group
California
$635K -$95.4K -1,607 -13%
RMF
591
Red Mountain Financial
Colorado
$633K +$358K +6,035 +142%
SIS
592
Sound Income Strategies
Florida
$628K +$106K +1,792 +21%
FCFC
593
First Commonwealth Financial Corp
Pennsylvania
$627K – – –
GWANC
594
Guardian Wealth Advisors (North Carolina)
North Carolina
$626K – – –
CWS
595
Cypress Wealth Services
California
$619K -$327K -5,507 -35%
CAAS
596
Capital Asset Advisory Services
Michigan
$613K +$28.8K +486 +5%
NRI
597
NFP Retirement Inc
California
$610K +$6.23K +105 +1%
RA
598
Rockingstone Advisors
Massachusetts
$605K -$44.5K -750 -7%
SFP
599
Shepherd Financial Partners
Massachusetts
$603K – – –
OIM
600
Oder Investment Management
California
$603K +$14K +236 +2%
22 23
24
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