55I LLC’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

55I LLC’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
2022 Q3	$243K	Buy	+5,832	New	+$273K	0.01%	539

Other funds holding JEPQ

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DAM

Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SFG

Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return

55I LLC's JEPQ Position: Q3 2022 in Review

55I LLC opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2022: 5,832 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings.

90 funds tracked by Wall St. Rank hold JEPQ as of Q3 2022.

55I LLC held 5,832 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $243K as of Q3 2022.
JPMorgan Nasdaq Equity Premium Income ETF was a new 55I LLC position in Q3 2022.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #539 holding.
90 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.