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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
576
Cascade Wealth Advisors
Washington
$420K -$36.7K -661 -8%
FA
577
Fortis Advisors
Pennsylvania
$411K +$9.82K +177 +3%
SFG
578
SevenBridge Financial Group
Pennsylvania
$408K -$82.2K -1,480 -18%
TWP
579
Triad Wealth Partners
Kansas
$407K +$392K +7,068 New
CA
580
Crewe Advisors
Utah
$406K +$392K +7,061 New
UB
581
UMB Bank
Missouri
$403K – – –
LWMM
582
Legacy Wealth Management (Mississippi)
Mississippi
$402K +$388K +6,990 New
HH
583
Hilltop Holdings
Texas
$399K +$50K +900 +15%
CWP
584
Cyndeo Wealth Partners
Florida
$399K +$45.4K +818 +13%
MA
585
MJP Associates
Connecticut
$399K +$385K +6,929 New
AFAS
586
Acorn Financial Advisory Services
Virginia
$397K +$383K +6,900 New
RIS
587
Richmond Investment Services
Wisconsin
$396K +$7.33K +132 +2%
IAA
588
Independence Asset Advisors
Pennsylvania
$391K +$378K +6,809 New
VCM
589
Virtue Capital Management
Tennessee
$381K +$5.66M +102,000 New
VHAM
590
Van Hulzen Asset Management
California
$381K +$15.5K +280 +4%
BWM
591
Birchcreek Wealth Management
Ohio
$378K – – –
LFS
592
Legacy Financial Strategies
Kansas
$374K +$72.7K +1,310 +25%
CMMS
593
Comprehensive Money Management Services
Florida
$370K +$108K +1,945 +43%
AFA
594
Arlington Financial Advisors
California
$368K +$355K +6,400 New
WP
595
WealthShield Partners
North Carolina
$368K -$46.4K -836 -12%
PCS
596
Personal CFO Solutions
New Jersey
$365K -$19.6K -353 -5%
XF
597
XML Financial
Maryland
$360K -$61.1K -1,100 -15%
SFA
598
Sequoia Financial Advisors
Ohio
$359K +$67.9K +1,224 +24%
BAAM
599
Baker Avenue Asset Management
California
$358K – – –
TDC
600
Thompson Davis & Co
Virginia
$357K +$28.4K +512 +9%
22 23
24
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