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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
801
TFC Financial Management
Massachusetts
$235K – – –
GHA
802
Granite Harbor Advisors
Texas
$234K +$6.36K +110 +3%
RA
803
RoundAngle Advisors
New Jersey
$234K +$244K +4,218 New
FHC
804
First Heartland Consultants
Missouri
$234K +$244K +4,215 New
MHWM
805
Montz Harcus Wealth Management
Louisiana
$234K +$2.14K +37 +0.9%
GIA
806
Gateway Investment Advisers
Ohio
$233K +$243K +4,204 New
MHFA
807
Mission Hills Financial Advisory
California
$233K +$243K +4,200 New
QFA
808
Quattro Financial Advisors
Texas
$232K +$242K +4,180 New
AWA
809
Acorn Wealth Advisors
Michigan
$232K +$242K +4,179 New
DWT
810
Dorsey & Whitney Trust
South Dakota
$231K – – –
CS
811
Capital Square
Tennessee
$230K +$20K +346 +10%
VAS
812
Valicenti Advisory Services
New York
$230K +$240K +4,145 New
WFP
813
Welch Financial Planning
Colorado
$230K – – –
VCM
814
Virtue Capital Management
Tennessee
$230K +$520 +9 +0.2%
LWAM
815
Legacy Wealth Asset Management
Minnesota
$229K +$238K +4,119 New
FM
816
Family Management
New York
$228K – – –
MA
817
MONECO Advisors
Connecticut
$228K +$24.7K +427 +12%
BWMG
818
Barnes Wealth Management Group
California
$226K +$231 +4 +0.1%
CBU
819
CIBC Bancorp USA
Illinois
$226K +$235K +4,068 New
ACM
820
Alessandra Capital Management
California
$225K +$28.9K +500 +14%
FFM
821
Forum Financial Management
Illinois
$223K – – –
RWP
822
Ridgecrest Wealth Partners
California
$222K – – –
SP
823
Sequent Planning
Nebraska
$220K +$4.34K +75 +2%
CPWL
824
Coquina Private Wealth LLC
Florida
$220K +$229K +3,961 New
WG
825
Welch Group
Alabama
$219K – – –
31 32
33
34 35