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

ACG Wealth’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 		– Sell
-11
Closed -$1K – 638
2022
Q2 		$1K Buy
+11
New +$520 ﹤0.01% 868

Other funds holding JEPQ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
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

ACG Wealth's JEPQ Position: Q3 2022 in Review

ACG Wealth sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

ACG Wealth first reported a position in JEPQ in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 90 funds tracked by Wall St. Rank hold JEPQ as of Q3 2022.

  • ACG Wealth reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 11 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2022, an estimated $1K.
  • ACG Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1K in Q2 2022.
  • 90 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.