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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1026
Legacy Bridge
Iowa
$922 – – –
OA
1027
Operose Advisors
Wisconsin
$615 -$7.48K -126 -93%
PSFG
1028
Park Square Financial Group
Georgia
$307 -$771 -13 -72%
BHWM
1029
Bay Harbor Wealth Management
Maryland
$307 – – –
MDCM
1030
Morgan Dempsey Capital Management
Wisconsin
$170 – – –
BCMIO
1031
Beacon Capital Management Inc (Ohio)
Ohio
$23 – – –
IAA
1032
Independent Advisor Alliance
North Carolina
– -$31.6M -568,891 Closed
EFMC
1033
Empire Financial Management Company
New York
– -$3.63M -65,345 Closed
ACMG
1034
Anchor Capital Management Group
California
– -$2.05M -37,000 Closed
DWML
1035
Decker Wealth Management LLC
Tennessee
– -$1.82M -32,778 Closed
HF
1036
HRT Financial
New York
– -$1.35M -24,278 Closed
YWM
1037
Yukon Wealth Management
Kansas
– -$1.14M -20,565 Closed
BCM
1038
Becker Capital Management
Oregon
– -$730K -13,144 Closed
RWM
1039
RBA Wealth Management
California
– -$688K -12,395 Closed
ACM
1040
Absolute Capital Management
Pennsylvania
– -$627K -11,302 Closed
WFPG
1041
Waller Financial Planning Group
Ohio
– -$583K -10,505 Closed
NFP
1042
Narus Financial Partners
Utah
– -$548K -9,871 Closed
WP
1043
WealthShield Partners
North Carolina
– -$440K -7,917 Closed
AO
1044
Advisor OS
Illinois
– -$426K -7,679 Closed
MA
1045
MJP Associates
Connecticut
– -$409K -7,361 Closed
KPWG
1046
KFA Private Wealth Group
Virginia
– -$383K -6,906 Closed
CAM
1047
Concorde Asset Management
Michigan
– -$356K -6,414 Closed
MA
1048
Mosaic Advisors
Texas
– -$376K -6,371 Closed
ACM
1049
Andina Capital Management
Utah
– -$349K -6,284 Closed
LFS
1050
Legacy Financial Strategies
Kansas
– -$329K -5,918 Closed
40 41
42
43 44