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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
801
Madrona Financial Services
Washington
$287K +$277K +4,674 New
FA
802
Fountainhead AM
New Jersey
$287K +$13.4K +225 +5%
AIP
803
Almanack Investment Partners
Pennsylvania
$283K +$273K +4,600 New
SIA
804
Soltis Investment Advisors
Utah
$281K -$531K -8,948 -66%
SF
805
Sun Financial
Utah
$281K +$28.4K +478 +11%
MWM
806
Mindset Wealth Management
Indiana
$280K +$270K +4,549 New
AWM
807
Accurate Wealth Management
Florida
$276K -$12.8K -216 -5%
MF
808
Meridian Financial
Massachusetts
$275K +$3.03K +51 +1%
CAM
809
Cobblestone Asset Management
Virginia
$274K +$265K +4,461 New
SIC
810
Sterling Investment Counsel
New York
$274K +$265K +4,460 New
LPAM
811
Lodestar Private Asset Management
California
$274K – – –
KFAS
812
Keating Financial Advisory Services
Kansas
$274K +$143K +2,410 +118%
HWA
813
Heritage Wealth Architects
Minnesota
$274K – – –
SAM
814
Seelaus Asset Management
New Jersey
$273K -$11.9K -200 -4%
FFM
815
Forum Financial Management
Illinois
$273K +$24.9K +420 +10%
SAM
816
SP Asset Management
California
$269K +$260K +4,383 New
CIA
817
Cape Investment Advisory
Georgia
$269K -$14.9K -251 -5%
PWG
818
Private Wealth Group
Florida
$268K -$10.4K -176 -4%
SQA
819
Simon Quick Advisors
New Jersey
$267K +$27.4K +461 +12%
GHA
820
Granite Harbor Advisors
Texas
$267K +$7.42K +125 +3%
DCM
821
Dudley Capital Management
Virginia
$267K +$2.25K +38 +0.9%
MHWM
822
Montz Harcus Wealth Management
Louisiana
$267K +$7.36K +124 +3%
VCM
823
Virtue Capital Management
Tennessee
$265K +$2.02K +34 +0.8%
AWA
824
Acorn Wealth Advisors
Michigan
$264K +$7.36K +124 +3%
DT
825
DV Trading
Illinois
$264K +$255K +4,300 New
31 32
33
34 35