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Glass Jacobson Investment Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Glass Jacobson Investment 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
Q2 		– Sell
-285
Closed -$15.5K – 773
2024
Q1 		$15.5K Buy
+285
New +$14.9K 0.01% 511

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Glass Jacobson Investment Advisors's JEPQ Position: Q2 2024 in Review

Glass Jacobson Investment Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2024, closing a stake of 285 shares — an estimated $15.5K sold.

Glass Jacobson Investment Advisors first reported a position in JEPQ in Q1 2024 and held it in 1 quarter. The position peaked at $15.5K in Q1 2024. 581 funds tracked by Wall St. Rank hold JEPQ as of Q2 2024.

  • Glass Jacobson Investment Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 285 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2024, an estimated $15.5K.
  • Glass Jacobson Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $15.5K in Q1 2024.
  • 581 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.