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Core Wealth Advisors (Florida)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Core Wealth Advisors (Florida)’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
-281
Closed -$15.2K – 145
2024
Q1 		$15.2K Hold
281
– – 0.01% 161
2023
Q4 		$14K Buy
281
+53
+23% +$2.56K 0.01% 164
2023
Q3 		$10.7K Hold
228
– – ﹤0.01% 153
2023
Q2 		$11K Sell
228
-150
-40% -$6.93K ﹤0.01% 148
2023
Q1 		$17K Hold
378
– – 0.01% 118
2022
Q4 		$15.4K Hold
378
– – 0.01% 132
2022
Q3 		$16K Sell
378
-910
-71% -$42.6K 0.01% 111
2022
Q2 		$59K Buy
+1,288
New +$60.9K 0.04% 63

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return