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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
626
Sound Income Strategies
Florida
$467K +$25K +432 +5%
MWM
627
Marion Wealth Management
Pennsylvania
$466K -$47.5K -822 -9%
WJWM
628
Williams Jones Wealth Management
New York
$464K +$483K +8,350 New
WIC
629
Woodmont Investment Counsel
Tennessee
$463K -$147K -2,539 -23%
BJL
630
Brighton Jones LLC
Washington
$462K +$481K +8,314 New
RWA
631
Redhawk Wealth Advisors
Minnesota
$449K -$29.9K -517 -6%
CLA
632
Carnegie Lake Advisors
New Jersey
$446K +$5.49K +95 +1%
RIS
633
Richmond Investment Services
Wisconsin
$446K +$91.3K +1,578 +24%
GS
634
GWN Securities
Florida
$443K +$7.63K +132 +2%
WP
635
WealthShield Partners
North Carolina
$440K +$96.2K +1,663 +27%
TWP
636
Triad Wealth Partners
Kansas
$437K +$139K +2,407 +44%
TWM
637
Triton Wealth Management
Arizona
$436K +$17.7K +306 +4%
FPAS
638
Focus Partners Advisor Solutions
Missouri
$436K +$17.6K +304 +4%
MWM
639
Modera Wealth Management
New Jersey
$435K -$1.16K -20 -0.3%
BFG
640
Beacon Financial Group
Texas
$433K +$451K +7,805 New
HIS
641
Harvest Investment Services
Illinois
$432K -$129K -2,226 -22%
AO
642
Advisor OS
Illinois
$426K +$7.23K +125 +2%
WIM
643
Westside Investment Management
California
$425K -$14.6K -253 -3%
JFG
644
Jefferies Financial Group
New York
$424K +$442K +7,642 New
KFGK
645
Keystone Financial Group (Kentucky)
Kentucky
$423K +$162K +2,801 +58%
MIC
646
Means Investment Company
Maine
$420K -$175K -3,025 -29%
PCA
647
Private Capital Advisors
Connecticut
$419K +$129K +2,231 +42%
GCM
648
Gables Capital Management
Florida
$418K +$152K +2,625 +54%
FA
649
Fortis Advisors
Pennsylvania
$418K +$11.4K +197 +3%
GGS
650
Galvin Gaustad & Stein
Arizona
$416K -$173K -3,000 -29%
24 25
26
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