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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
801
First Heartland Consultants
Missouri
$234K +$244K +4,215 New
MHWM
802
Montz Harcus Wealth Management
Louisiana
$234K +$2.14K +37 +0.9%
GIA
803
Gateway Investment Advisers
Ohio
$233K +$243K +4,204 New
MHFA
804
Mission Hills Financial Advisory
California
$233K +$243K +4,200 New
QFA
805
Quattro Financial Advisors
Texas
$232K +$242K +4,180 New
AWA
806
Acorn Wealth Advisors
Michigan
$232K +$242K +4,179 New
DWT
807
Dorsey & Whitney Trust
South Dakota
$231K – – –
CS
808
Capital Square
Tennessee
$230K +$20K +346 +10%
VAS
809
Valicenti Advisory Services
New York
$230K +$240K +4,145 New
WFP
810
Welch Financial Planning
Colorado
$230K – – –
VCM
811
Virtue Capital Management
Tennessee
$230K +$520 +9 +0.2%
LWAM
812
Legacy Wealth Asset Management
Minnesota
$229K +$238K +4,119 New
FM
813
Family Management
New York
$228K – – –
MA
814
MONECO Advisors
Connecticut
$228K +$24.7K +427 +12%
BWMG
815
Barnes Wealth Management Group
California
$226K +$231 +4 +0.1%
CBU
816
CIBC Bancorp USA
Illinois
$226K +$235K +4,068 New
ACM
817
Alessandra Capital Management
California
$225K +$28.9K +500 +14%
FFM
818
Forum Financial Management
Illinois
$223K – – –
RWP
819
Ridgecrest Wealth Partners
California
$222K – – –
SP
820
Sequent Planning
Nebraska
$220K +$4.34K +75 +2%
CPWL
821
Coquina Private Wealth LLC
Florida
$220K +$229K +3,961 New
WG
822
Welch Group
Alabama
$219K – – –
AA
823
Aire Advisors
California
$219K +$228K +3,945 New
GWM
824
Goldenstone Wealth Management
California
$218K +$2.31K +40 +1%
SQA
825
Simon Quick Advisors
New Jersey
$216K +$225K +3,891 New
31 32
33
34 35