49 Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

49 Wealth Management’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,478	Closed	-$689K	–	189
2024 Q2	$689K	Sell	12,478 -6,062	-33%	-$326K	0.14%	64
2024 Q1	$1,000K	Buy	18,540 +83	+0.4%	+$4.33K	0.21%	38
2023 Q4	$922K	Buy	+18,457	New	+$891K	0.24%	36

Other funds holding JEPQ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

49 Wealth Management's JEPQ Position: Q3 2024 in Review

49 Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2024, closing a stake of 12,478 shares — an estimated $689K sold.

49 Wealth Management first reported a position in JEPQ in Q4 2023 and held it in 3 quarters. The position peaked at $1,000K in Q1 2024. 612 funds tracked by Wall St. Rank hold JEPQ as of Q3 2024.

49 Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2024 after selling out during the quarter.
49 Wealth Management sold 12,478 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2024, an estimated $689K.
49 Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and held it in 3 quarters.
49 Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1,000K in Q1 2024.
612 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2024.

Based on 49 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.