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

Advocacy Wealth Management Services’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 Q4	–	Sell	-375	Closed	-$16K	–	83
2022 Q3	$16K	Buy	+375	New	+$17.6K	﹤0.01%	90

Other funds holding JEPQ

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

HCPC

Hamilton Capital Partners (Canada) Toronto $3.45B AUM 58.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFG

Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return

RJA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Advocacy Wealth Management Services's JEPQ Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2022, closing a stake of 375 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in JEPQ in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 143 funds tracked by Wall St. Rank hold JEPQ as of Q4 2022.

Advocacy Wealth Management Services reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 375 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2022, an estimated $16K.
Advocacy Wealth Management Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and held it in 1 quarter.
Advocacy Wealth Management Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $16K in Q3 2022.
143 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.