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
CP
676
Clarendon Private
Massachusetts
$244K – – –
FFP
677
FourThought Financial Partners
Florida
$243K +$235K +4,227 New
BWMG
678
Barnes Wealth Management Group
California
$243K +$7.77K +140 +3%
SWP
679
Sagespring Wealth Partners
Tennessee
$242K +$233K +4,206 New
RIA
680
Realta Investment Advisors
Delaware
$242K +$233K +4,204 New
VFA
681
Valeo Financial Advisors
Indiana
$242K +$233K +4,202 New
AG
682
AmeriFlex Group
Nevada
$239K -$192K -3,463 -45%
DWT
683
Dorsey & Whitney Trust
South Dakota
$239K +$19.6K +353 +9%
HWA
684
Heritage Wealth Architects
Minnesota
$238K +$230K +4,135 New
MQWP
685
Morey & Quinn Wealth Partners
Nebraska
$237K +$15.5K +280 +7%
S
686
SignatureFD
Georgia
$237K +$6.49K +117 +3%
FM
687
Family Management
New York
$236K – – –
T
688
Tidemark
California
$233K -$17.3K -311 -7%
FFM
689
Forum Financial Management
Illinois
$231K -$36.8K -663 -14%
RWP
690
Ridgecrest Wealth Partners
California
$230K – – –
SWM
691
Scissortail Wealth Management
Oklahoma
$230K +$222K +4,000 New
MHWM
692
Montz Harcus Wealth Management
Louisiana
$230K -$46.7K -842 -17%
OSAM
693
O'Shaughnessy Asset Management
Connecticut
$227K -$8.55K -154 -4%
CA
694
Claro Advisors
Massachusetts
$227K +$220K +3,955 New
WG
695
Welch Group
Alabama
$227K – – –
WKSWA
696
White Knight Strategic Wealth Advisors
New Jersey
$227K +$13.9K +251 +7%
LBC
697
Lowe Brockenbrough & Co
Virginia
$226K +$218K +3,926 New
BRG
698
Bay Rivers Group
Virginia
$225K – – –
GCM
699
Gables Capital Management
Florida
$224K +$216K +3,900 New
CFP
700
Cascade Financial Partners
California
$224K – – –
26 27
28
29 30