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Heritage Oak Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Heritage Oak Wealth 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
Q4 		– Sell
-50,020
Closed -$2.75M – 129
2024
Q3 		$2.75M Buy
+50,020
New +$2.68M 1.27% 20

Other funds holding JEPQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Oak Wealth Advisors's JEPQ Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2024, closing a stake of 50,020 shares — an estimated $2.75M sold.

Heritage Oak Wealth Advisors first reported a position in JEPQ in Q3 2024 and held it in 1 quarter. The position peaked at $2.75M in Q3 2024. 754 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 50,020 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2024, an estimated $2.75M.
  • Heritage Oak Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.75M in Q3 2024.
  • 754 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.