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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
601
Rockingstone Advisors
Massachusetts
$605K -$44.5K -750 -7%
SFP
602
Shepherd Financial Partners
Massachusetts
$603K – – –
OIM
603
Oder Investment Management
California
$603K +$14K +236 +2%
TWM
604
Triton Wealth Management
Arizona
$596K +$131K +2,205 +28%
PFG
605
Prosperity Financial Group
California
$590K +$16.3K +275 +3%
CFS
606
CRA Financial Services
New Jersey
$590K -$9.44K -159 -2%
FSBI
607
Fearless Solutions (Best Invest)
Texas
$589K -$2.08K -35 -0.4%
BAM
608
BTS Asset Management
Massachusetts
$588K -$65.9K -1,111 -10%
SIM
609
Synergy Investment Management
Florida
$588K +$9.79K +165 +2%
IAA
610
Ironsides Asset Advisors
North Carolina
$588K -$5.93K -100 -1%
CWP
611
Cyndeo Wealth Partners
Florida
$583K +$145K +2,445 +35%
CC
612
Clearwave Capital
California
$580K +$29.4K +496 +6%
BWP
613
Balboa Wealth Partners
Arizona
$580K -$5.58K -94 -1%
RBFC
614
Roman Butler Fullerton & Co
Missouri
$580K -$2.73K -46 -0.5%
BAAM
615
Baker Avenue Asset Management
California
$578K +$17.8K +300 +3%
BWL
616
Bogart Wealth LLC
Virginia
$576K +$418K +7,040 +302%
CPSAC
617
Chas P. Smith & Associates (CPS)
Florida
$573K – – –
AFAS
618
Acorn Financial Advisory Services
Virginia
$571K +$6.35K +107 +1%
SL
619
Sentinus LLC
Illinois
$569K -$593 -10 -0.1%
CA
620
Calton & Associates
Florida
$568K +$548K +9,238 New
MI
621
Markowski Investments
Florida
$565K +$546K +9,199 New
OCA
622
OpenArc Corporate Advisory
Georgia
$564K +$146K +2,458 +37%
IFS
623
Integrated Financial Solutions
Virginia
$562K +$543K +9,150 New
MAG
624
Members Advisory Group
New York
$562K -$7.93M -133,660 -94%
CFA
625
Cahill Financial Advisors
Minnesota
$562K +$12.2K +205 +2%
23 24
25
26 27