Householder Group Estate & Retirement Specialist’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Householder Group Estate & Retirement Specialist’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	$1.12M	Sell	19,882 -53,205	-73%	-$2.99M	0.84%	22
2024 Q3	$4.01M	Sell	73,087 -19,584	-21%	-$1.05M	1.17%	20
2024 Q2	$5.14M	Buy	92,671 +7,956	+9%	+$428K	1.44%	13
2024 Q1	$4.59M	Buy	84,715 +35,168	+71%	+$1.84M	1.37%	14
2023 Q4	$2.47M	Buy	49,547 +29,769	+151%	+$1.44M	0.81%	25
2023 Q3	$928K	Buy	+19,778	New	+$953K	0.33%	64

Other funds holding JEPQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JEPQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 73% in Q4 2024, selling an estimated $2.99M and leaving 19,882 shares worth $1.12M. The position accounts for 0.84% of the portfolio, ranked #22.

Householder Group Estate & Retirement Specialist first reported a position in JEPQ in Q3 2023 and has held it in 6 quarters since. The position peaked at $5.14M in Q2 2024. 754 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

Householder Group Estate & Retirement Specialist held 19,882 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.12M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 53,205 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2024, an estimated $2.99M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.84% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #22 holding.
Householder Group Estate & Retirement Specialist first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 6 quarters since.
Householder Group Estate & Retirement Specialist's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.14M in Q2 2024.
754 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.