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Clark Capital Management Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Clark Capital Management Group’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
Q4 		– Sell
-77,956
Closed -$4.28M – 434
2024
Q3 		$4.28M Buy
77,956
+41,192
+112% +$2.21M 0.03% 197
2024
Q2 		$2.04M Buy
+36,764
New +$1.98M 0.02% 240

Other funds holding JEPQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clark Capital Management Group's JEPQ Position: Q4 2024 in Review

Clark Capital Management Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2024, closing a stake of 77,956 shares — an estimated $4.28M sold.

Clark Capital Management Group first reported a position in JEPQ in Q2 2024 and held it in 2 quarters. The position peaked at $4.28M in Q3 2024. 754 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

  • Clark Capital Management Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Clark Capital Management Group sold 77,956 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2024, an estimated $4.28M.
  • Clark Capital Management Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 2 quarters.
  • Clark Capital Management Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.28M in Q3 2024.
  • 754 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on Clark Capital Management Group's 13F filing for Q4 2024, filed 14 Feb 2025.