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Disciplined Investments’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Disciplined Investments’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
Q2 		– Sell
-2,350
Closed -$106K – 1710
2023
Q1 		$106K Buy
+2,350
New +$101K 0.04% 162

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return

Disciplined Investments's JEPQ Position: Q2 2023 in Review

Disciplined Investments sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2023, closing a stake of 2,350 shares — an estimated $106K sold.

Disciplined Investments first reported a position in JEPQ in Q1 2023 and held it in 1 quarter. The position peaked at $106K in Q1 2023. 270 funds tracked by Wall St. Rank hold JEPQ as of Q2 2023.

  • Disciplined Investments reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 2,350 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2023, an estimated $106K.
  • Disciplined Investments first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and held it in 1 quarter.
  • Disciplined Investments's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $106K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.