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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
751
Rossby Financial
Florida
$12.1K +$13.2K +237 New
CWM
752
Crowley Wealth Management
Delaware
$10.4K – – –
CWM
753
Consultiva Wealth Management
Puerto Rico
$10.4K +$11.1K +200 New
PWA
754
Physician Wealth Advisors
Utah
$9.63K – – –
LFA
755
LGT Financial Advisors
Texas
$7.49K -$4.74K -85 -37%
MPWT
756
MassMutual Private Wealth & Trust
Connecticut
$7.15K +$3.73K +67 +94%
FPB
757
First PREMIER Bank
South Dakota
$7K – – –
3IP
758
3Chopt Investment Partners
Virginia
$6.89K +$7.41K +133 New
MG
759
Mather Group
Illinois
$6.52K +$2K +36 +40%
MSG
760
Main Street Group
Virginia
$5.7K – – –
MDCM
761
Morgan Dempsey Capital Management
Wisconsin
$5.28K +$3.56K +64 +168%
TCM
762
Tradewinds Capital Management
Washington
$5.18K – – –
AP
763
Aspect Partners
Virginia
$5.18K +$5.57K +100 New
GC
764
Garde Capital
Washington
$5.18K +$5.57K +100 New
OP
765
ORG Partners
Indiana
$5.16K +$5.57K +100 New
AW
766
Avion Wealth
Texas
$5K – – –
CSB
767
City State Bank
Iowa
$4.92K – – –
BHWM
768
Beaird Harris Wealth Management
Texas
$4.87K +$5.24K +94 New
CWM
769
Centricity Wealth Management
Ohio
$4.66K – – –
ABWM
770
Alpine Bank Wealth Management
Colorado
$4.4K +$4.74K +85 New
GA
771
GoalVest Advisory
New York
$4.35K – – –
FMP
772
Financial Management Professionals
Texas
$3.73K – – –
CAM
773
Chesapeake Asset Management
New York
$3.29K +$111 +2 +3%
SFA
774
Semmax Financial Advisors
North Carolina
$2.62K +$111 +2 +4%
CMP
775
Coston McIsaac & Partners
Maine
$2K +$2.56K +46 New
29 30
31
32 33