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

Ethos Financial 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
Q4 		– Sell
-4,903
Closed -$269K – 410
2024
Q3 		$269K Hold
4,903
– – 0.04% 221
2024
Q2 		$272K Buy
+4,903
New +$264K 0.05% 214

Other funds holding JEPQ

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LPL Financial
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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 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ethos Financial Group's JEPQ Position: Q4 2024 in Review

Ethos Financial Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2024, closing a stake of 4,903 shares — an estimated $269K sold.

Ethos Financial Group first reported a position in JEPQ in Q2 2024 and held it in 2 quarters. The position peaked at $272K in Q2 2024. 756 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

  • Ethos Financial Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Ethos Financial Group sold 4,903 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2024, an estimated $269K.
  • Ethos Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 2 quarters.
  • Ethos Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $272K in Q2 2024.
  • 756 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.