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Crestmont Private Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Crestmont Private Wealth’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
2023
Q3 		– Sell
-13,129
Closed -$635K – 49
2023
Q2 		$635K Hold
13,129
– – 0.37% 13
2023
Q1 		$592K Buy
13,129
+2,000
+18% +$85.7K 0.39% 13
2022
Q4 		$454K Hold
11,129
– – 0.31% 14
2022
Q3 		$464K Buy
+11,129
New +$521K 0.35% 14

Other funds holding JEPQ

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCPC
Hamilton Capital Partners (Canada) Toronto $3.45B AUM 58.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crestmont Private Wealth's JEPQ Position: Q3 2023 in Review

Crestmont Private Wealth sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2023, closing a stake of 13,129 shares — an estimated $635K sold.

Crestmont Private Wealth first reported a position in JEPQ in Q3 2022 and held it in 4 quarters. The position peaked at $635K in Q2 2023. 330 funds tracked by Wall St. Rank hold JEPQ as of Q3 2023.

  • Crestmont Private Wealth reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2023 after selling out during the quarter.
  • Crestmont Private Wealth sold 13,129 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2023, an estimated $635K.
  • Crestmont Private Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and held it in 4 quarters.
  • Crestmont Private Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $635K in Q2 2023.
  • 330 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2023.

Based on Crestmont Private Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.