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

Fielder Capital 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
-5,000
Closed -$275K – 224
2024
Q3 		$275K Hold
5,000
– – 0.09% 147
2024
Q2 		$278K Hold
5,000
– – 0.11% 129
2024
Q1 		$271K Buy
+5,000
New +$261K 0.12% 121

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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

Fielder Capital Group's JEPQ Position: Q4 2024 in Review

Fielder Capital Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2024, closing a stake of 5,000 shares — an estimated $275K sold.

Fielder Capital Group first reported a position in JEPQ in Q1 2024 and held it in 3 quarters. The position peaked at $278K in Q2 2024. 755 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

  • Fielder Capital Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Fielder Capital Group sold 5,000 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2024, an estimated $275K.
  • Fielder Capital Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and held it in 3 quarters.
  • Fielder Capital Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $278K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on Fielder Capital Group's 13F filing for Q4 2024, filed 5 Feb 2025.