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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
T
826
Tidemark
California
$212K +$2.72K +47 +1%
WFA
827
Websterrogers Financial Advisors
South Carolina
$211K +$220K +3,799 New
HWM
828
Howard Wealth Management
Connecticut
$210K +$5.78K +100 +3%
XF
829
XML Financial
Maryland
$208K – – –
FF
830
Friday Financial
Iowa
$207K +$215K +3,726 New
CJ
831
Caitlin John
Michigan
$205K +$61.3K +1,060 +40%
LWM
832
LJI Wealth Management
Indiana
$203K +$212K +3,665 New
CG
833
CFO4Life Group
Texas
$201K -$19.1K -330 -8%
CT
834
Colonial Trust
South Carolina
$200K – – –
AW
835
Ankerstar Wealth
Texas
$196K -$66.8K -1,155 -25%
MSWA
836
Marshall & Sterling Wealth Advisors
New York
$195K -$554K -9,580 -73%
BL
837
BFSG LLC
California
$181K -$6.01K -104 -3%
CA
838
Centerpoint Advisors
Massachusetts
$171K +$3.93K +68 +2%
WTC
839
WhitTier Trust Company
Nevada
$166K – – –
WAS
840
Winch Advisory Services
Wisconsin
$163K +$45.5K +786 +36%
VWA
841
VSM Wealth Advisory
Maryland
$159K +$4.39K +76 +3%
SSA
842
SSA Swiss Advisors
$155K – – –
GSEP
843
Golden State Equity Partners
California
$130K +$135K +2,334 New
BWL
844
Bogart Wealth LLC
Virginia
$129K +$123K +2,129 +1,054%
RFA
845
Reyes Financial Architecture
California
$128K – – –
MAS
846
MPWM Advisory Solutions
Georgia
$128K +$92.5K +1,600 +229%
MWA
847
Medallion Wealth Advisors
Connecticut
$126K – – –
VCM
848
Versant Capital Management
Arizona
$124K – – –
GI
849
GAMMA Investing
California
$121K -$31.9K -551 -20%
IAAG
850
Innovative Asset Advisors Group
Connecticut
$119K +$124K +2,144 New
32 33
34
35 36