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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
676
Ping Capital Management
New York
$331K -$1.64M -28,300 -83%
CWRP
677
Cassady Wealth & Retirement Planning
Nevada
$331K +$331K +5,693 New
BTD
678
BankPlus Trust Department
Mississippi
$331K – – –
SSWM
679
Strait & Sound Wealth Management
California
$329K +$33.5K +576 +11%
CFB
680
Cullen/Frost Bankers
Texas
$329K +$34.2K +589 +12%
EFA
681
Edge Financial Advisors
Illinois
$328K +$328K +5,641 New
TI
682
Trexquant Investment
Connecticut
$328K +$11.5K +198 +4%
RIA
683
Rhodes Investment Advisors
Texas
$327K +$327K +5,630 New
OCA
684
Odyssey Capital Advisors
Pennsylvania
$326K +$326K +5,604 New
KFP
685
Kerr Financial Planning
California
$324K +$121K +2,076 +58%
OAP
686
One Advisory Partners
Kansas
$323K – – –
OBWA
687
Oak Barrel Wealth Advisory
Virginia
$322K +$322K +5,542 New
WANY
688
Wealthspire Advisors (New York)
New York
$320K +$5.29K +91 +2%
CPA
689
Cathy Pareto & Associates
Florida
$320K -$16.3K -281 -5%
TNB
690
Thomasville National Bank
Georgia
$320K – – –
KPWG
691
KFA Private Wealth Group
Virginia
$318K +$11.6K +200 +4%
TWP
692
Triad Wealth Partners
Kansas
$317K -$93.7K -1,612 -23%
AP
693
Appleton Partners
Massachusetts
$316K -$34.9K -600 -10%
RIA
694
Regal Investment Advisors
Michigan
$315K +$23.6K +407 +8%
SAM
695
Seelaus Asset Management
New Jersey
$313K -$43.8K -753 -12%
FAL
696
Focused Alpha LLC
Colorado
$313K +$313K +5,392 New
PSCM
697
Per Stirling Capital Management
Texas
$313K +$312K +5,378 New
FCH
698
Freestone Capital Holdings
Washington
$312K +$312K +5,362 New
PCA
699
Private Capital Advisors
Connecticut
$309K -$150K -2,575 -33%
SWP
700
Sagespring Wealth Partners
Tennessee
$307K +$62.7K +1,079 +26%
26 27
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29 30