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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
626
UMB Bank
Missouri
$553K +$89.5K +1,509 +20%
GCM
627
Gables Capital Management
Florida
$549K +$83.1K +1,400 +19%
RWP
628
RWA Wealth Partners
Massachusetts
$547K – – –
PGWA
629
Plus Group Wealth Advisors
Wisconsin
$544K +$7.36K +124 +1%
PE
630
PCM Encore
Colorado
$543K -$116K -1,949 -18%
SWA
631
SFMG Wealth Advisors
Texas
$543K +$96.2K +1,621 +22%
BAG
632
Bauman Advisory Group
Nevada
$543K +$178K +2,997 +51%
GBA
633
Garrison Bradford & Associates
New York
$542K +$15.3K +258 +3%
CLA
634
Carnegie Lake Advisors
New Jersey
$540K +$44.4K +748 +9%
PSCM
635
Per Stirling Capital Management
Texas
$538K +$77.1K +1,299 +17%
DWS
636
Discipline Wealth Solutions
South Carolina
$536K +$89.5K +1,508 +21%
TIA
637
TCFG Investment Advisors
California
$535K +$113K +1,910 +28%
KFGK
638
Keystone Financial Group (Kentucky)
Kentucky
$534K +$63.7K +1,074 +14%
NCM
639
Novare Capital Management
North Carolina
$533K – – –
BJL
640
Brighton Jones LLC
Washington
$530K +$18.3K +308 +4%
OWA
641
Outlook Wealth Advisors
Texas
$530K +$511K +8,616 New
WMP
642
Wealth Management Partners
Arizona
$529K -$627K -10,574 -55%
APW
643
Allied Private Wealth
Florida
$529K +$528K +8,892 New
FWA
644
FSM Wealth Advisors
Ohio
$524K +$506K +8,530 New
GIA
645
Gateway Investment Advisers
Ohio
$523K +$256K +4,307 +102%
HA
646
Hamel Associates
New Jersey
$520K +$162K +2,735 +48%
III
647
Independent Investors Inc
New York
$517K -$42.1K -710 -8%
SC
648
Soundwatch Capital
Connecticut
$517K -$49.8K -840 -9%
WIC
649
Woodmont Investment Counsel
Tennessee
$514K +$949 +16 +0.2%
WJWM
650
Williams Jones Wealth Management
New York
$513K – – –
24 25
26
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