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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
801
Sun Financial
Utah
$281K +$28.4K +478 +11%
MWM
802
Mindset Wealth Management
Indiana
$280K +$270K +4,549 New
AWM
803
Accurate Wealth Management
Florida
$276K -$12.8K -216 -5%
MF
804
Meridian Financial
Massachusetts
$275K +$3.03K +51 +1%
CAM
805
Cobblestone Asset Management
Virginia
$274K +$265K +4,461 New
SIC
806
Sterling Investment Counsel
New York
$274K +$265K +4,460 New
LPAM
807
Lodestar Private Asset Management
California
$274K – – –
KFAS
808
Keating Financial Advisory Services
Kansas
$274K +$143K +2,410 +118%
HWA
809
Heritage Wealth Architects
Minnesota
$274K – – –
SAM
810
Seelaus Asset Management
New Jersey
$273K -$11.9K -200 -4%
FFM
811
Forum Financial Management
Illinois
$273K +$24.9K +420 +10%
SAM
812
SP Asset Management
California
$269K +$260K +4,383 New
CIA
813
Cape Investment Advisory
Georgia
$269K -$14.9K -251 -5%
PWG
814
Private Wealth Group
Florida
$268K -$10.4K -176 -4%
SQA
815
Simon Quick Advisors
New Jersey
$267K +$27.4K +461 +12%
GHA
816
Granite Harbor Advisors
Texas
$267K +$7.42K +125 +3%
DCM
817
Dudley Capital Management
Virginia
$267K +$2.25K +38 +0.9%
MHWM
818
Montz Harcus Wealth Management
Louisiana
$267K +$7.36K +124 +3%
VCM
819
Virtue Capital Management
Tennessee
$265K +$2.02K +34 +0.8%
AWA
820
Acorn Wealth Advisors
Michigan
$264K +$7.36K +124 +3%
DT
821
DV Trading
Illinois
$264K +$255K +4,300 New
CWMP
822
Clarion Wealth Managment Partners
Virginia
$264K +$255K +4,297 New
TFM
823
TFC Financial Management
Massachusetts
$262K +$2.49K +42 +1%
BWM
824
BCS Wealth Management
Tennessee
$262K -$10.6K -179 -4%
BFA
825
Beaumont Financial Advisors
Massachusetts
$260K +$251K +4,231 New
31 32
33
34 35