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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMO
776
Integrated Wealth Management (Ohio)
Ohio
$255K – – –
RWMG
777
Redwood Wealth Management Group
New Jersey
$255K – – –
SF
778
Sun Financial
Utah
$254K +$42.2K +730 +21%
TPA
779
Trivium Point Advisory
Connecticut
$253K +$28.7K +496 +12%
PWG
780
Private Wealth Group
Florida
$252K +$262K +4,536 New
FPW
781
Fairvoy Private Wealth
Alabama
$251K +$15.8K +274 +6%
WAM
782
WealthTrust Asset Management
Florida
$250K +$261K +4,511 New
LPAM
783
Lodestar Private Asset Management
California
$248K – – –
FA
784
Fountainhead AM
New Jersey
$247K +$48.6K +840 +23%
NL
785
NWAM LLC
Washington
$247K +$257K +4,446 New
BWM
786
BCS Wealth Management
Tennessee
$247K -$192K -3,324 -43%
RIA
787
Regal Investment Advisors
Michigan
$247K -$56.7K -981 -18%
PWAM
788
Private Wealth Asset Management
Iowa
$246K +$6.77K +117 +3%
MQWP
789
Morey & Quinn Wealth Partners
Nebraska
$246K – – –
MF
790
Meridian Financial
Massachusetts
$246K +$256K +4,427 New
SWP
791
Strategic Wealth Partners
Ohio
$244K -$16.7K -288 -6%
CP
792
Clarendon Private
Massachusetts
$242K +$6.42K +111 +3%
BRG
793
Bay Rivers Group
Virginia
$239K +$22.6K +390 +10%
DCM
794
Dudley Capital Management
Virginia
$239K -$2.31K -40 -0.9%
NPFS
795
Novak & Powell Financial Services
Florida
$238K +$925 +16 +0.4%
CIA
796
Compass Ion Advisors
Pennsylvania
$238K +$35.8K +619 +17%
RMF
797
Red Mountain Financial
Colorado
$237K +$10.1K +175 +4%
TFM
798
TFC Financial Management
Massachusetts
$235K – – –
GHA
799
Granite Harbor Advisors
Texas
$234K +$6.36K +110 +3%
RA
800
RoundAngle Advisors
New Jersey
$234K +$244K +4,218 New
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