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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
T
651
Tidemark
California
$237K +$112K +2,169 +99%
SW
652
SMART Wealth
Nebraska
$236K +$12.6K +245 +6%
DCM
653
Dudley Capital Management
Virginia
$235K -$2.58K -50 -1%
TF
654
Tompkins Financial
New York
$235K – – –
AWA
655
Arete Wealth Advisors
Illinois
$234K -$931K -18,071 -81%
WSCM
656
Wellington Shields Capital Management
New York
$234K – – –
SA
657
Strategic Advisors
New York
$234K +$222K +4,299 New
OPWM
658
Oregon Pacific Wealth Management
Oregon
$232K -$6.55K -127 -3%
HA
659
Hamel Associates
New Jersey
$231K +$219K +4,243 New
CP
660
Clarendon Private
Massachusetts
$231K – – –
MC
661
Matisse Capital
Oregon
$228K +$216K +4,200 New
FLPIM
662
F.L. Putnam Investment Management
Massachusetts
$227K +$215K +4,180 New
TP
663
Tranquility Partners
Tennessee
$224K -$12.8K -249 -6%
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$224K +$186K +3,608 +720%
CPBTD
665
Central Pacific Bank - Trust Division
Hawaii
$223K – – –
FM
666
Family Management
New York
$223K – – –
CB
667
Commerce Bank
Missouri
$223K +$211K +4,100 New
HWM
668
HighMark Wealth Management
Minnesota
$222K +$117K +2,261 +124%
VAG
669
VisionPoint Advisory Group
Texas
$222K +$8.35K +162 +4%
BWMG
670
Barnes Wealth Management Group
California
$222K -$773 -15 -0.4%
WIC
671
Woodmont Investment Counsel
Tennessee
$221K +$876 +17 +0.4%
WFS
672
Walker Financial Services
Kentucky
$219K +$207K +4,023 New
RWP
673
Ridgecrest Wealth Partners
California
$218K – – –
S
674
SignatureFD
Georgia
$218K -$111K -2,150 -35%
LMKC
675
L.M. Kohn & Company
Ohio
$216K +$205K +3,971 New
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