We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Highlander Capital Management
New Jersey
$497K +$174K +4,050 +58%
BWA
127
Beam Wealth Advisors
Louisiana
$494K +$470K +10,962 New
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$478K +$454K +10,603 New
PA
129
Pinnacle Associates
New York
$469K +$446K +10,400 New
RA
130
Rockingstone Advisors
Massachusetts
$467K +$195K +4,555 +78%
MP
131
McDonald Partners
Ohio
$452K +$85.7K +2,000 +25%
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$450K +$428K +9,988 New
PWMAG
133
Pinnacle Wealth Management Advisory Group
New Jersey
$440K +$418K +9,750 New
HFS
134
Howard Financial Services
Texas
$437K -$129K -3,000 -24%
ACG
135
Allen Capital Group
Nebraska
$436K +$414K +9,672 New
IAIM
136
International Assets Investment Management
Florida
$430K -$57.6K -1,345 -12%
VWM
137
Vigilare Wealth Management
Arizona
$410K +$42.9K +1,002 +12%
VAS
138
Vestmark Advisory Solutions
Massachusetts
$386K -$14.2K -332 -4%
AWM
139
Avaii Wealth Management
Wisconsin
$372K -$18K -419 -5%
JPLA
140
Joseph P. Lucia & Associates
New York
$348K +$330K +7,707 New
WE
141
Wealth Effects
Massachusetts
$339K +$322K +7,525 New
ZIMP
142
Zimmermann Investment Management & Planning
Pennsylvania
$339K +$10.5K +246 +3%
JIP
143
Jaffetilchin Investment Partners
Florida
$335K +$319K +7,439 New
MA
144
Modus Advisors
Minnesota
$334K +$985 +23 +0.3%
ACM
145
AlphaStar Capital Management
North Carolina
$324K -$341K -7,961 -53%
TA
146
TrueWealth Advisors
Alabama
$320K +$305K +7,108 New
SFG
147
SevenBridge Financial Group
Pennsylvania
$318K +$18.6K +434 +7%
CAM
148
Cresset Asset Management
Illinois
$316K +$22K +513 +8%
PWM
149
Perigon Wealth Management
California
$311K +$296K +6,901 New
IWC
150
Integrated Wealth Concepts
Massachusetts
$310K +$295K +6,885 New