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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Core Wealth Advisors (Florida)'s JEPQ Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2024, closing a stake of 281 shares — an estimated $15.2K sold.

Core Wealth Advisors (Florida) first reported a position in JEPQ in Q2 2022 and held it in 8 quarters. The position peaked at $59K in Q2 2022. 581 funds tracked by Wall St. Rank hold JEPQ as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 281 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2024, an estimated $15.2K.
Core Wealth Advisors (Florida) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $59K in Q2 2022.
581 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.