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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
751
TFC Financial Management
Massachusetts
$246K +$119K +2,044 +94%
WFPG
752
Waller Financial Planning Group
Ohio
$244K +$244K +4,200 New
MHWM
753
Montz Harcus Wealth Management
Louisiana
$243K +$10.2K +176 +4%
DWT
754
Dorsey & Whitney Trust
South Dakota
$242K – – –
WFP
755
Welch Financial Planning
Colorado
$241K +$240K +4,139 New
GHA
756
Granite Harbor Advisors
Texas
$239K -$27.9K -481 -10%
FM
757
Family Management
New York
$238K – – –
RMF
758
Red Mountain Financial
Colorado
$238K +$30.8K +530 +15%
WFAG
759
Worth Financial Advisory Group
North Carolina
$237K +$237K +4,079 New
BWMG
760
Barnes Wealth Management Group
California
$236K -$8.77K -151 -4%
TPA
761
Trivium Point Advisory
Connecticut
$236K +$235K +4,053 New
FFM
762
Forum Financial Management
Illinois
$233K – – –
RWP
763
Ridgecrest Wealth Partners
California
$232K – – –
MWM
764
Mascoma Wealth Management
New Hampshire
$231K +$133K +2,288 +136%
OPWM
765
Oregon Pacific Wealth Management
Oregon
$231K -$22.4K -386 -9%
CA
766
Claro Advisors
Massachusetts
$230K – – –
WP
767
WealthPLAN Partners
Nebraska
$230K +$230K +3,954 New
CG
768
CFO4Life Group
Texas
$230K -$44.3K -763 -16%
WG
769
Welch Group
Alabama
$230K – – –
OSAM
770
O'Shaughnessy Asset Management
Connecticut
$229K -$639 -11 -0.3%
BRG
771
Bay Rivers Group
Virginia
$228K +$349 +6 +0.2%
SP
772
Sequent Planning
Nebraska
$226K -$1.37M -23,608 -86%
GWM
773
Goldenstone Wealth Management
California
$226K +$226K +3,893 New
CFP
774
Cascade Financial Partners
California
$226K – – –
ML
775
McAdam LLC
Pennsylvania
$223K -$58.3K -1,003 -21%
29 30
31
32 33