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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1051
SkyOak Wealth
Michigan
– -$325K -5,850 Closed
OCA
1052
Odyssey Capital Advisors
Pennsylvania
– -$319K -5,745 Closed
TI
1053
Trexquant Investment
Connecticut
– -$315K -5,669 Closed
SA
1054
Sonoma Allocations
California
– -$312K -5,591 Closed
PIWA
1055
Prevail Innovative Wealth Advisors
Kansas
– -$310K -5,579 Closed
WG
1056
Wellington Group
Indiana
– -$289K -5,209 Closed
RWMG
1057
Redwood Wealth Management Group
New Jersey
– -$255K -4,600 Closed
PWAM
1058
Private Wealth Asset Management
Iowa
– -$246K -4,436 Closed
NPFS
1059
Novak & Powell Financial Services
Florida
– -$238K -4,290 Closed
QFA
1060
Quattro Financial Advisors
Texas
– -$232K -4,180 Closed
LWAM
1061
Legacy Wealth Asset Management
Minnesota
– -$229K -4,119 Closed
XF
1062
XML Financial
Maryland
– -$208K -3,750 Closed
LWM
1063
LJI Wealth Management
Indiana
– -$203K -3,665 Closed
VCM
1064
Versant Capital Management
Arizona
– -$124K -2,237 Closed
SWA
1065
SOA Wealth Advisors
New York
– -$93.2K -1,678 Closed
PMFA
1066
Plante Moran Financial Advisors
Michigan
– -$92.6K -1,667 Closed
AGWCA
1067
Annis Gardner Whiting Capital Advisors
Florida
– -$80.3K -1,447 Closed
POIA
1068
Pin Oak Investment Advisors
Texas
– -$79K -1,415 Closed
WOSD
1069
WFA of San Diego
California
– -$25.5K -460 Closed
RFP
1070
Root Financial Partners
California
– -$17.8K -320 Closed
EWM
1071
Evermay Wealth Management
Virginia
– -$16.7K -300 Closed
OCM
1072
Osbon Capital Management
Massachusetts
– -$14.6K -263 Closed
MWA
1073
Merkkuri Wealth Advisors
New York
– -$14.3K -257 Closed
UFPG
1074
United Financial Planning Group
New York
– -$13.1K -236 Closed
TPWA
1075
Twin Peaks Wealth Advisors
California
– -$11.1K -200 Closed
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