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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
751
BankPlus Trust Department
Mississippi
$350K – – –
CWRP
752
Cassady Wealth & Retirement Planning
Nevada
$347K -$3.92K -66 -1%
FAL
753
Focused Alpha LLC
Colorado
$346K +$7.6K +128 +2%
FLPIM
754
F.L. Putnam Investment Management
Massachusetts
$345K -$285K -4,804 -46%
DWM
755
Ducere Wealth Management
California
$343K +$332K +5,588 New
EAN
756
Excelsior Advisor Network
Colorado
$343K +$331K +5,580 New
S
757
SignatureFD
Georgia
$342K +$7.24K +122 +2%
OAP
758
One Advisory Partners
Kansas
$342K – – –
CPA
759
Cathy Pareto & Associates
Florida
$341K +$1.9K +32 +0.6%
CIA
760
Compass Ion Advisors
Pennsylvania
$341K +$75.5K +1,272 +30%
CA
761
Claro Advisors
Massachusetts
$338K +$9.55K +161 +3%
PCM
762
Parsons Capital Management
Rhode Island
$335K +$11K +185 +4%
CT
763
Clearstead Trust
Maine
$333K -$54.5K -919 -14%
CBU
764
CIBC Bancorp USA
Illinois
$329K +$76.7K +1,292 +32%
RFW
765
Redwood Family Wealth
Texas
$326K +$3.15K +53 +1%
VAS
766
Valicenti Advisory Services
New York
$325K +$67.5K +1,138 +27%
TL
767
Tradewinds LLC
North Carolina
$324K +$59.5K +1,002 New
VAG
768
VisionPoint Advisory Group
Texas
$324K +$1.42K +24 +0.5%
FIS
769
Fischer Investment Strategies
California
$322K – – –
BFG
770
Berger Financial Group
Minnesota
$322K +$4.92K +83 +2%
CAG
771
Csenge Advisory Group
Florida
$319K +$356 +6 +0.1%
MQWP
772
Morey & Quinn Wealth Partners
Nebraska
$319K +$44.8K +755 +17%
WCFA
773
Walkner Condon Financial Advisors
Wisconsin
$318K – – –
RIA
774
Regal Investment Advisors
Michigan
$316K +$41.4K +698 +16%
FMTC
775
Farmers & Merchants Trust Company
California
$314K +$304K +5,115 New
29 30
31
32 33