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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
651
Wealthspire Advisors (New York)
New York
$238K -$2.92M -56,721 -93%
T
652
Tidemark
California
$237K +$112K +2,169 +99%
SW
653
SMART Wealth
Nebraska
$236K +$12.6K +245 +6%
DCM
654
Dudley Capital Management
Virginia
$235K -$2.58K -50 -1%
TF
655
Tompkins Financial
New York
$235K – – –
AWA
656
Arete Wealth Advisors
Illinois
$234K -$931K -18,071 -81%
WSCM
657
Wellington Shields Capital Management
New York
$234K – – –
SA
658
Strategic Advisors
New York
$234K +$222K +4,299 New
OPWM
659
Oregon Pacific Wealth Management
Oregon
$232K -$6.55K -127 -3%
HA
660
Hamel Associates
New Jersey
$231K +$219K +4,243 New
CP
661
Clarendon Private
Massachusetts
$231K – – –
MC
662
Matisse Capital
Oregon
$228K +$216K +4,200 New
FLPIM
663
F.L. Putnam Investment Management
Massachusetts
$227K +$215K +4,180 New
TP
664
Tranquility Partners
Tennessee
$224K -$12.8K -249 -6%
OSAM
665
O'Shaughnessy Asset Management
Connecticut
$224K +$186K +3,608 +720%
CPBTD
666
Central Pacific Bank - Trust Division
Hawaii
$223K – – –
FM
667
Family Management
New York
$223K – – –
CB
668
Commerce Bank
Missouri
$223K +$211K +4,100 New
HWM
669
HighMark Wealth Management
Minnesota
$222K +$117K +2,261 +124%
VAG
670
VisionPoint Advisory Group
Texas
$222K +$8.35K +162 +4%
BWMG
671
Barnes Wealth Management Group
California
$222K -$773 -15 -0.4%
WIC
672
Woodmont Investment Counsel
Tennessee
$221K +$876 +17 +0.4%
WFS
673
Walker Financial Services
Kentucky
$219K +$207K +4,023 New
RWP
674
Ridgecrest Wealth Partners
California
$218K – – –
S
675
SignatureFD
Georgia
$218K -$111K -2,150 -35%
25 26
27
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