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FinTrust Capital Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

FinTrust Capital Advisors’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
Q3 		$22.9K Buy
417
+11
+3% +$590 ﹤0.01% 775
2024
Q2 		$22.5K Buy
+406
New +$21.8K ﹤0.01% 740

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

FinTrust Capital Advisors's JEPQ Position: Q3 2024 in Review

FinTrust Capital Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.7% in Q3 2024, buying an estimated $590 and bringing the position to 417 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

FinTrust Capital Advisors first reported a position in JEPQ in Q2 2024 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold JEPQ as of Q3 2024.

  • FinTrust Capital Advisors held 417 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $22.9K as of Q3 2024.
  • FinTrust Capital Advisors bought 11 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2024, an estimated $590.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #775 holding.
  • FinTrust Capital Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.