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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
726
Blue Trust Inc
Georgia
$308K -$23.1K -399 -7%
CPA
727
Cathy Pareto & Associates
Florida
$307K +$636 +11 +0.2%
OSAM
728
O'Shaughnessy Asset Management
Connecticut
$306K +$90.6K +1,566 +40%
PSF
729
Pacific Sun Financial
California
$306K +$318K +5,503 New
FAL
730
Focused Alpha LLC
Colorado
$305K +$6.01K +104 +2%
ICP
731
Interchange Capital Partners
Pennsylvania
$304K -$810 -14 -0.2%
S
732
SignatureFD
Georgia
$303K +$9.77K +169 +3%
CA
733
Claro Advisors
Massachusetts
$296K +$79.9K +1,382 +35%
AIM
734
Aspen Investment Management
Michigan
$295K +$307K +5,315 New
PCM
735
Parsons Capital Management
Rhode Island
$292K +$13.2K +229 +5%
BRWA
736
B. Riley Wealth Advisors
Florida
$292K -$616K -10,651 -66%
VAG
737
VisionPoint Advisory Group
Texas
$291K +$35.4K +612 +13%
RFW
738
Redwood Family Wealth
Texas
$291K +$2.72K +47 +0.9%
FIS
739
Fischer Investment Strategies
California
$291K – – –
CFP
740
Cascade Financial Partners
California
$289K +$76.5K +1,323 +34%
WG
741
Wellington Group
Indiana
$289K +$272K +4,700 +923%
FCH
742
Freestone Capital Holdings
Washington
$288K -$9.72K -168 -3%
HWM
743
Hohimer Wealth Management
Washington
$288K – – –
CAG
744
Csenge Advisory Group
Florida
$288K +$694 +12 +0.2%
WCFA
745
Walkner Condon Financial Advisors
Wisconsin
$287K – – –
CAWM
746
Capital Advisors Wealth Management
Washington
$287K +$58 +1 +0%
BFG
747
Berger Financial Group
Minnesota
$287K -$3.7K -64 -1%
FGAM
748
Financial Gravity Asset Management
Texas
$286K +$298K +5,153 New
MWM
749
Mascoma Wealth Management
New Hampshire
$283K +$65.3K +1,129 +28%
CMA
750
Cedar Mountain Advisors
Oregon
$283K +$203K +3,505 +220%
28 29
30
31 32