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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
EAN
751
Excelsior Advisor Network
Colorado
$343K +$331K +5,580 New
S
752
SignatureFD
Georgia
$342K +$7.24K +122 +2%
OAP
753
One Advisory Partners
Kansas
$342K – – –
CPA
754
Cathy Pareto & Associates
Florida
$341K +$1.9K +32 +0.6%
CIA
755
Compass Ion Advisors
Pennsylvania
$341K +$75.5K +1,272 +30%
CA
756
Claro Advisors
Massachusetts
$338K +$9.55K +161 +3%
PCM
757
Parsons Capital Management
Rhode Island
$335K +$11K +185 +4%
CT
758
Clearstead Trust
Maine
$333K -$54.5K -919 -14%
CBU
759
CIBC Bancorp USA
Illinois
$329K +$76.7K +1,292 +32%
RFW
760
Redwood Family Wealth
Texas
$326K +$3.15K +53 +1%
VAS
761
Valicenti Advisory Services
New York
$325K +$67.5K +1,138 +27%
TL
762
Tradewinds LLC
North Carolina
$324K +$59.5K +1,002 New
VAG
763
VisionPoint Advisory Group
Texas
$324K +$1.42K +24 +0.5%
FIS
764
Fischer Investment Strategies
California
$322K – – –
BFG
765
Berger Financial Group
Minnesota
$322K +$4.92K +83 +2%
CAG
766
Csenge Advisory Group
Florida
$319K +$356 +6 +0.1%
MQWP
767
Morey & Quinn Wealth Partners
Nebraska
$319K +$44.8K +755 +17%
WCFA
768
Walkner Condon Financial Advisors
Wisconsin
$318K – – –
RIA
769
Regal Investment Advisors
Michigan
$316K +$41.4K +698 +16%
FMTC
770
Farmers & Merchants Trust Company
California
$314K +$304K +5,115 New
CP
771
Clarendon Private
Massachusetts
$314K +$44.9K +757 +17%
MWM
772
Mascoma Wealth Management
New Hampshire
$314K – – –
HWM
773
Hohimer Wealth Management
Washington
$313K -$5.99K -101 -2%
OSAM
774
O'Shaughnessy Asset Management
Connecticut
$311K -$26.3K -444 -8%
CAM
775
Columbia Asset Management
Michigan
$309K – – –
29 30
31
32 33