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Cetera Advisor Networks’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cetera Advisor Networks’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
Q1 		$20.4M Buy
376,693
+112,160
+42% +$5.86M 0.1% 218
2023
Q4 		$13.2M Buy
264,533
+259,538
+5,196% +$12.5M 0.07% 282
2023
Q3 		$234K Sell
4,995
-10,360
-67% -$499K ﹤0.01% 2318
2023
Q2 		$743K Buy
15,355
+2,149
+16% +$99.3K 0.01% 1447
2023
Q1 		$595K Buy
+13,206
New +$566K ﹤0.01% 1584

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cetera Advisor Networks's JEPQ Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 42% in Q1 2024, buying an estimated $5.86M and bringing the position to 376,693 shares worth $20.4M. The position accounts for 0.1% of the portfolio, ranked #218.

Cetera Advisor Networks first reported a position in JEPQ in Q1 2023 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold JEPQ as of Q1 2024.

  • Cetera Advisor Networks held 376,693 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $20.4M as of Q1 2024.
  • Cetera Advisor Networks bought 112,160 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2024, an estimated $5.86M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Cetera Advisor Networks's portfolio in Q1 2024, its #218 holding.
  • Cetera Advisor Networks first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 5 quarters since.
  • 508 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.