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Bartlett & Co Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-25
Closed -$1.36K – 1155
2024
Q1 		$1.36K Buy
+25
New +$1.3K ﹤0.01% 1056

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bartlett & Co Wealth Management's JEPQ Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2024, closing a stake of 25 shares — an estimated $1.36K sold.

Bartlett & Co Wealth Management first reported a position in JEPQ in Q1 2024 and held it in 1 quarter. The position peaked at $1.36K in Q1 2024. 581 funds tracked by Wall St. Rank hold JEPQ as of Q2 2024.

  • Bartlett & Co Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 25 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2024, an estimated $1.36K.
  • Bartlett & Co Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.36K in Q1 2024.
  • 581 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.