CG
JEPQ icon

Cutler Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cutler 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
Q1 		– Sell
-18,600
Closed -$13K – 2952
2023
Q4 		$13K Buy
18,600
+9,100
+96% +$439K ﹤0.01% 2240
2023
Q3 		$6K Buy
+9,500
New +$458K ﹤0.01% 2763
2023
Q2 		– Sell
-700
Closed -$1K – 3882
2023
Q1 		$1K Buy
+700
New +$30K ﹤0.01% 3458

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cutler Group's JEPQ Position: Q1 2024 in Review

Cutler Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 77% in Q1 2024, buying an estimated $263K and bringing the position to 11,600 shares worth $629K. The position accounts for 0.2% of the portfolio, ranked #115.

Cutler Group first reported a position in JEPQ in Q2 2023 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold JEPQ as of Q1 2024.

  • Cutler Group held 11,600 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $629K as of Q1 2024.
  • Cutler Group bought 5,028 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2024, an estimated $263K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.2% of Cutler Group's portfolio in Q1 2024, its #115 holding.
  • Cutler Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 4 quarters since.
  • 508 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.