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Clear Point Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Clear Point Advisors’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
Q3 		– Sell
-550
Closed -$30.5K – 577
2024
Q2 		$30.5K Buy
550
+13
+2% +$699 0.03% 230
2024
Q1 		$29.1K Buy
537
+12
+2% +$627 0.02% 242
2023
Q4 		$26.2K Buy
+525
New +$25.3K 0.02% 236

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 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Clear Point Advisors's JEPQ Position: Q3 2024 in Review

Clear Point Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2024, closing a stake of 550 shares — an estimated $30.5K sold.

Clear Point Advisors first reported a position in JEPQ in Q4 2023 and held it in 3 quarters. The position peaked at $30.5K in Q2 2024. 612 funds tracked by Wall St. Rank hold JEPQ as of Q3 2024.

  • Clear Point Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2024 after selling out during the quarter.
  • Clear Point Advisors sold 550 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2024, an estimated $30.5K.
  • Clear Point Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and held it in 3 quarters.
  • Clear Point Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $30.5K in Q2 2024.
  • 612 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2024.

Based on Clear Point Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.