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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
576
Montecito Bank & Trust
California
$420K +$406K +7,310 New
CWA
577
Cascade Wealth Advisors
Washington
$420K -$36.7K -661 -8%
FA
578
Fortis Advisors
Pennsylvania
$411K +$9.82K +177 +3%
SFG
579
SevenBridge Financial Group
Pennsylvania
$408K -$82.2K -1,480 -18%
TWP
580
Triad Wealth Partners
Kansas
$407K +$392K +7,068 New
CA
581
Crewe Advisors
Utah
$406K +$392K +7,061 New
UB
582
UMB Bank
Missouri
$403K – – –
LWMM
583
Legacy Wealth Management (Mississippi)
Mississippi
$402K +$388K +6,990 New
HH
584
Hilltop Holdings
Texas
$399K +$50K +900 +15%
CWP
585
Cyndeo Wealth Partners
Florida
$399K +$45.4K +818 +13%
MA
586
MJP Associates
Connecticut
$399K +$385K +6,929 New
AFAS
587
Acorn Financial Advisory Services
Virginia
$397K +$383K +6,900 New
RIS
588
Richmond Investment Services
Wisconsin
$396K +$7.33K +132 +2%
IAA
589
Independence Asset Advisors
Pennsylvania
$391K +$378K +6,809 New
VCM
590
Virtue Capital Management
Tennessee
$381K +$5.66M +102,000 New
VHAM
591
Van Hulzen Asset Management
California
$381K +$15.5K +280 +4%
BWM
592
Birchcreek Wealth Management
Ohio
$378K – – –
LFS
593
Legacy Financial Strategies
Kansas
$374K +$72.7K +1,310 +25%
CMMS
594
Comprehensive Money Management Services
Florida
$370K +$108K +1,945 +43%
AFA
595
Arlington Financial Advisors
California
$368K +$355K +6,400 New
WP
596
WealthShield Partners
North Carolina
$368K -$46.4K -836 -12%
PCS
597
Personal CFO Solutions
New Jersey
$365K -$19.6K -353 -5%
XF
598
XML Financial
Maryland
$360K -$61.1K -1,100 -15%
SFA
599
Sequoia Financial Advisors
Ohio
$359K +$67.9K +1,224 +24%
BAAM
600
Baker Avenue Asset Management
California
$358K – – –
22 23
24
25 26