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ICA Group Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

ICA Group Wealth 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
Q2 		$75.1K Sell
1,353
-1,637
-55% -$88K 0.05% 200
2024
Q1 		$162K Buy
2,990
+1,175
+65% +$61.4K 0.03% 309
2023
Q4 		$90.6K Buy
+1,815
New +$87.6K 0.02% 371

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 $6.46B AUM 18.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ICA Group Wealth Management's JEPQ Position: Q2 2024 in Review

ICA Group Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 55% in Q2 2024, selling an estimated $88K and leaving 1,353 shares worth $75.1K. The position accounts for 0.05% of the portfolio, ranked #200.

ICA Group Wealth Management first reported a position in JEPQ in Q4 2023 and has held it in 3 quarters since. The position peaked at $162K in Q1 2024. 581 funds tracked by Wall St. Rank hold JEPQ as of Q2 2024.

  • ICA Group Wealth Management held 1,353 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $75.1K as of Q2 2024.
  • ICA Group Wealth Management sold 1,637 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2024, an estimated $88K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of ICA Group Wealth Management's portfolio in Q2 2024, its #200 holding.
  • ICA Group Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $162K in Q1 2024.
  • 581 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.