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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
926
TD Private Client Wealth
New York
$3.25K -$27.1K -467 -89%
IRC
927
Investors Research Corp
Georgia
$3.14K +$3.14K +54 New
TFA
928
Transamerica Financial Advisors
Florida
$3.11K -$116 -2 -4%
FW
929
Fairway Wealth
Ohio
$2.62K +$2.62K +45 New
GAFA
930
Garton & Associates Financial Advisors
Kentucky
$2.33K +$2.32K +40 New
VEA
931
Virtus ETF Advisers
New York
$2.15K -$58 -1 -3%
CMP
932
Coston McIsaac & Partners
Maine
$2K – – –
MHIP
933
Mountain Hill Investment Partners
New Jersey
$1.87K +$58 +1 +3%
SA
934
Scarborough Advisors
Maryland
$1.1K – – –
PUI
935
Purpose Unlimited Inc
$1.1K +$1.1K +19 New
GIL
936
Go Invest LLC
Utah
$1.01K +$988 +17 New
PWM
937
Proathlete Wealth Management
Florida
$925 +$174 +3 +25%
LB
938
Legacy Bridge
Iowa
$872 – – –
OA
939
Operose Advisors
Wisconsin
$581 +$581 +10 New
EPG
940
Estate Planners Group
Pennsylvania
$165 +$174 +3 New
AWM
941
Activest Wealth Management
Florida
$102 – – –
BCMIO
942
Beacon Capital Management Inc (Ohio)
Ohio
$20 +$58 +1 New
RIM
943
Rakuten Investment Management
Japan
– -$58.2M -1,013,700 Closed
PCM
944
Prelude Capital Management
New York
– -$7.48M -130,000 Closed
RSWM
945
Robertson Stephens Wealth Management
California
– -$2.86M -49,650 Closed
TGAM
946
TBH Global Asset Management
Tennessee
– -$2.82M -48,955 Closed
RWPA
947
Richard W. Paul & Associates
Michigan
– -$2.34M -40,674 Closed
GCWM
948
Guided Capital Wealth Management
Texas
– -$2.17M -37,680 Closed
SW
949
Simplicity Wealth
New Jersey
– -$1.56M -27,109 Closed
TWP
950
Tempus Wealth Planning
California
– -$1.24M -21,510 Closed
36 37
38
39 40