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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
S
701
SignatureFD
Georgia
$307K +$67.6K +1,164 +28%
PIWA
702
Prevail Innovative Wealth Advisors
Kansas
$305K -$9.53K -164 -3%
FIS
703
Fischer Investment Strategies
California
$305K +$305K +5,245 New
BFG
704
Berger Financial Group
Minnesota
$304K -$4.65K -80 -2%
PS
705
Portfolio Strategies
New York
$304K +$11.5K +198 +4%
FHA
706
Flagship Harbor Advisors
Massachusetts
$303K +$81.2K +1,397 +37%
RFW
707
Redwood Family Wealth
Texas
$302K +$302K +5,200 New
SAM
708
Secure Asset Management
Michigan
$302K +$3.14K +54 +1%
KFA
709
Kapstone Financial Advisors
Ohio
$302K +$29.6K +510 +11%
HWM
710
Hohimer Wealth Management
Washington
$302K -$48.9K -842 -14%
CAG
711
Csenge Advisory Group
Florida
$301K +$12.8K +220 +4%
WCFA
712
Walkner Condon Financial Advisors
Wisconsin
$301K – – –
CAWM
713
Capital Advisors Wealth Management
Washington
$300K +$77.6K +1,336 +35%
OWM
714
Orgel Wealth Management
Wisconsin
$299K +$43.2K +744 +17%
WAU
715
Wellington-Altus USA
Manitoba, Canada
$299K +$299K +5,145 New
BWM
716
Birchcreek Wealth Management
Ohio
$295K -$87.2K -1,500 -23%
HWM
717
HighMark Wealth Management
Minnesota
$294K +$7.32K +126 +3%
WCM
718
Winebrenner Capital Management
Kentucky
$293K – – –
PCM
719
Parsons Capital Management
Rhode Island
$293K -$58.7K -1,010 -17%
CAM
720
Columbia Asset Management
Michigan
$292K – – –
GFP
721
Guardian Financial Partners
California
$291K -$174K -3,000 -38%
EWM
722
Evercore Wealth Management
New York
$291K – – –
GIA
723
Guyasuta Investment Advisors
Pennsylvania
$291K – – –
GCM
724
Gables Capital Management
Florida
$285K +$58.1K +1,000 +26%
HWA
725
Heritage Wealth Architects
Minnesota
$282K +$36.4K +626 +15%
27 28
29
30 31