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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$217K +$1.8K +32 +0.8%
DWT
627
Dorsey & Whitney Trust
South Dakota
$214K +$214K +3,804 New
LFS
628
Legacy Financial Strategies
Kansas
$214K +$213K +3,800 New
CAGAS
629
Capital Advisory Group Advisory Services
Minnesota
$213K – – –
ZIM
630
Zacks Investment Management
Illinois
$213K +$212K +3,773 New
CWA
631
Canvas Wealth Advisors
Kansas
$212K +$4.27K +76 +2%
ACG
632
Allen Capital Group
Nebraska
$212K +$211K +3,760 New
SW
633
SkyOak Wealth
Michigan
$211K +$211K +3,750 New
TL
634
Tradewinds LLC
North Carolina
$209K +$204K +3,629 New
PCM
635
Pennsylvania Capital Management
Pennsylvania
$209K -$50.5K -899 -20%
GSEP
636
Golden State Equity Partners
California
$206K +$205K +3,651 New
CFP
637
Cascade Financial Partners
California
$205K – – –
CWC
638
Carolinas Wealth Consulting
North Carolina
$204K – – –
RAS
639
RPS Advisory Solutions
Kentucky
$204K +$203K +3,616 New
TWC
640
TD Waterhouse Canada
Ontario, Canada
$203K +$202K +3,600 New
SFG
641
Sovereign Financial Group
Connecticut
$202K -$26.5K -472 -12%
BL
642
BFSG LLC
California
$180K -$54.6K -973 -23%
GTAM
643
Global Trust Asset Management
Florida
$178K -$25.8K -460 -13%
CJ
644
Caitlin John
Michigan
$176K +$1.52K +27 +0.9%
CTC
645
Central Trust Company
Missouri
$174K +$125K +2,226 +256%
IBOK
646
Independence Bank of Kentucky
Kentucky
$153K – – –
CA
647
Centerpoint Advisors
Massachusetts
$152K -$5K -89 -3%
GEA
648
Glen Eagle Advisors
New Jersey
$151K – – –
AF
649
Allworth Financial
California
$137K +$59.9K +1,067 +82%
GP
650
Greenline Partners
New York
$131K +$130K +2,323 New
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