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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
626
Focus Partners Advisor Solutions
Missouri
$438K +$167K +2,872 +61%
SC
627
Searle & Co
Connecticut
$435K – – –
SFG
628
Socha Financial Group
New York
$428K -$34.6K -596 -7%
LSIA
629
LaSalle St. Investment Advisors
Illinois
$426K +$426K +7,330 New
FA
630
Fortis Advisors
Pennsylvania
$426K +$10.6K +183 +3%
TDC
631
Thompson Davis & Co
Virginia
$422K +$60.9K +1,048 +17%
MA
632
MJP Associates
Connecticut
$421K +$17.8K +307 +4%
BF
633
Benchmark Financial
Delaware
$415K +$415K +7,142 New
CWP
634
Cyndeo Wealth Partners
Florida
$412K +$8.83K +152 +2%
CMMS
635
Comprehensive Money Management Services
Florida
$409K +$34.9K +600 +9%
IAA
636
Independence Asset Advisors
Pennsylvania
$409K +$9.06K +156 +2%
NA
637
Nordwand Advisors
Pennsylvania
$408K +$408K +7,025 New
CIM
638
Catalyst Investment Management
New Hampshire
$407K +$407K +7,007 New
BAM
639
Berkshire Asset Management
Pennsylvania
$407K +$407K +7,000 New
LWMM
640
Legacy Wealth Management (Mississippi)
Mississippi
$406K – – –
PCM
641
Pointe Capital Management
Michigan
$393K -$32.2K -555 -8%
VHAM
642
Van Hulzen Asset Management
California
$385K +$930 +16 +0.2%
MAMG
643
Milestone Asset Management Group
Connecticut
$378K +$378K +6,512 New
MBT
644
Montecito Bank & Trust
California
$376K -$48.8K -840 -11%
CTC
645
Central Trust Company
Missouri
$376K +$66.6K +1,147 +22%
RIS
646
Richmond Investment Services
Wisconsin
$375K -$24.8K -426 -6%
AFA
647
Arlington Financial Advisors
California
$372K – – –
SFG
648
SevenBridge Financial Group
Pennsylvania
$370K -$42.1K -725 -10%
PCA
649
Providence Capital Advisors
North Carolina
$369K +$368K +6,342 New
EPW
650
Evolve Private Wealth
California
$364K +$360K +6,201 New
24 25
26
27 28