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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$239K -$14.2K -253 -6%
C
602
Certuity
Florida
$239K +$238K +4,233 New
GHA
603
Granite Harbor Advisors
Texas
$238K +$6.51K +116 +3%
OPWM
604
Oregon Pacific Wealth Management
Oregon
$237K +$236K +4,202 New
LIG
605
Lokken Investment Group
Delaware
$237K +$236K +4,198 New
EWA
606
EverSource Wealth Advisors
Alabama
$233K +$225K +4,000 +3,008%
AP
607
Appleton Partners
Massachusetts
$232K +$231K +4,115 New
TWP
608
Tyche Wealth Partners
Texas
$232K – – –
SWP
609
Sagespring Wealth Partners
Tennessee
$231K +$230K +4,103 New
CPBTD
610
Central Pacific Bank - Trust Division
Hawaii
$231K – – –
RWMG
611
Redwood Wealth Management Group
New Jersey
$231K +$230K +4,100 New
AP
612
Adero Partners
California
$231K – – –
MMCM
613
Murphy & Mullick Capital Management
New York
$229K +$226K +4,032 New
VAG
614
VisionPoint Advisory Group
Texas
$229K +$4.21K +75 +2%
KFA
615
Kapstone Financial Advisors
Ohio
$228K -$30.8K -549 -12%
SAM
616
Secure Asset Management
Michigan
$228K +$13.1K +234 +6%
FFM
617
Forum Financial Management
Illinois
$226K – – –
GT
618
Greenleaf Trust
Michigan
$226K +$225K +4,000 New
SB
619
Strategic Blueprint
Georgia
$222K +$222K +3,946 New
APW
620
Aurora Private Wealth
New Jersey
$222K +$1.68K +30 +0.8%
MTWM
621
Masso Torrence Wealth Management
New Jersey
$220K -$3.22M -57,366 -94%
RWP
622
Ridgecrest Wealth Partners
California
$220K – – –
SSB
623
Sandy Spring Bank
Maryland
$219K +$196K +3,493 +873%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$217K +$1.8K +32 +0.8%
DWT
625
Dorsey & Whitney Trust
South Dakota
$214K +$214K +3,804 New
23 24
25
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