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Hanson & Doremus Investment Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Hanson & Doremus Investment Management’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
Q1 		– Sell
-88
Closed -$4K – 501
2023
Q4 		$4K Buy
+88
New +$4.25K ﹤0.01% 436

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Hanson & Doremus Investment Management's JEPQ Position: Q1 2024 in Review

Hanson & Doremus Investment Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2024, closing a stake of 88 shares — an estimated $4K sold.

Hanson & Doremus Investment Management first reported a position in JEPQ in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 508 funds tracked by Wall St. Rank hold JEPQ as of Q1 2024.

  • Hanson & Doremus Investment Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 88 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2024, an estimated $4K.
  • Hanson & Doremus Investment Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4K in Q4 2023.
  • 508 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.