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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
651
Gables Capital Management
Florida
$418K +$152K +2,625 +54%
FA
652
Fortis Advisors
Pennsylvania
$418K +$11.4K +197 +3%
GGS
653
Galvin Gaustad & Stein
Arizona
$416K -$173K -3,000 -29%
UB
654
UMB Bank
Missouri
$416K -$13K -225 -3%
SC
655
Searle & Co
Connecticut
$416K – – –
PSCM
656
Per Stirling Capital Management
Texas
$414K +$120K +2,075 +39%
MA
657
MJP Associates
Connecticut
$409K +$7.23K +125 +2%
GWM
658
Greenwich Wealth Management
Connecticut
$404K -$355K -6,132 -46%
FSA
659
Financial Sense Advisors
California
$403K +$72.9K +1,261 +21%
DWS
660
Discipline Wealth Solutions
South Carolina
$401K -$242K -4,189 -37%
SWA
661
SFMG Wealth Advisors
Texas
$400K -$510K -8,814 -55%
BAM
662
Berkshire Asset Management
Pennsylvania
$396K +$7.81K +135 +2%
IAA
663
Independence Asset Advisors
Pennsylvania
$396K +$9.72K +168 +2%
TYCC
664
Texas Yale Capital Corp
Florida
$396K +$63.6K +1,100 +18%
FIT
665
Financially in Tune
Massachusetts
$394K +$49.3K +852 +14%
DWM
666
Dakota Wealth Management
Florida
$391K +$52.6K +910 +15%
CWP
667
Cyndeo Wealth Partners
Florida
$391K -$2.78K -48 -0.7%
NA
668
Nordwand Advisors
Pennsylvania
$390K – – –
CAG
669
Curtis Advisory Group
California
$390K +$406K +7,016 New
LWMM
670
Legacy Wealth Management (Mississippi)
Mississippi
$388K – – –
EA
671
Ergawealth Advisors
Illinois
$387K -$166K -2,873 -29%
BF
672
Benchmark Financial
Delaware
$387K -$9.83K -170 -2%
SFG
673
Socha Financial Group
New York
$387K -$22.7K -392 -5%
AIM
674
Advyzon Investment Management
Illinois
$387K +$403K +6,968 New
CAMG
675
CWA Asset Management Group
Florida
$387K +$403K +6,965 New
25 26
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