We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
651
SMART Wealth
Nebraska
$280K +$29K +523 +12%
ML
652
McAdam LLC
Pennsylvania
$279K -$19.5K -351 -7%
CT
653
Clearstead Trust
Maine
$278K – – –
ACM
654
Aurdan Capital Management
Pennsylvania
$275K +$266K +4,785 New
CG
655
CFO4Life Group
Texas
$271K +$2.22K +40 +0.9%
CPW
656
Catalyst Private Wealth
California
$270K +$261K +4,698 New
FPAS
657
Focus Partners Advisor Solutions
Missouri
$270K -$105K -1,899 -29%
KFA
658
Kapstone Financial Advisors
Ohio
$270K +$260K +4,687 New
FA
659
Fountainhead AM
New Jersey
$268K – – –
MWM
660
Meridian Wealth Management
Kentucky
$267K +$258K +4,648 New
LPAM
661
Lodestar Private Asset Management
California
$266K – – –
RWMG
662
Redwood Wealth Management Group
New Jersey
$265K – – –
GHA
663
Granite Harbor Advisors
Texas
$264K +$6.33K +114 +3%
WIC
664
Woodmont Investment Counsel
Tennessee
$264K +$28.5K +514 +13%
PAM
665
PVG Asset Management
Colorado
$259K +$250K +4,508 New
EGWAG
666
Elwood & Goetz Wealth Advisory Group
Georgia
$255K -$78.2K -1,409 -24%
OWM
667
Orgel Wealth Management
Wisconsin
$254K +$31.4K +566 +15%
KFGK
668
Keystone Financial Group (Kentucky)
Kentucky
$253K +$245K +4,407 New
OPWM
669
Oregon Pacific Wealth Management
Oregon
$251K +$5.05K +91 +2%
TF
670
Tompkins Financial
New York
$250K +$1.83K +33 +0.8%
DCM
671
Dudley Capital Management
Virginia
$249K +$555 +10 +0.2%
WSCM
672
Wellington Shields Capital Management
New York
$247K – – –
VAG
673
VisionPoint Advisory Group
Texas
$247K +$11.2K +202 +5%
AWA
674
Arete Wealth Advisors
Illinois
$246K -$1.17K -21 -0.5%
RFA
675
Rollins Financial Advisors
New York
$244K +$236K +4,249 New
25 26
27
28 29