Financial Architects (New Jersey)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Financial Architects (New Jersey)’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	$7.73M	Buy	159,819 +93,682	+142%	+$4.33M	1.17%	19
2023 Q1	$2.98M	Buy	66,137 +15,645	+31%	+$670K	0.48%	47
2022 Q4	$2.06M	Buy	50,492 +29,196	+137%	+$1.24M	0.34%	71
2022 Q3	$887K	Buy	+21,296	New	+$997K	0.15%	139

Other funds holding JEPQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCPC

Hamilton Capital Partners (Canada) Toronto $3.45B AUM 58.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Financial Architects (New Jersey)'s JEPQ Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 142% in Q2 2023, buying an estimated $4.33M and bringing the position to 159,819 shares worth $7.73M. The position accounts for 1.17% of the portfolio, ranked #19.

Financial Architects (New Jersey) first reported a position in JEPQ in Q3 2022 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold JEPQ as of Q2 2023.

Financial Architects (New Jersey) held 159,819 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $7.73M as of Q2 2023.
Financial Architects (New Jersey) bought 93,682 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2023, an estimated $4.33M.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.17% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #19 holding.
Financial Architects (New Jersey) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 4 quarters since.
271 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.