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JP Morgan Private Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

JP Morgan Private 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
2023
Q3 		$4.54M Sell
96,779
-11,685
-11% -$563K 0.01% 523
2023
Q2 		$5.25M Buy
108,464
+28,287
+35% +$1.31M 0.03% 330
2023
Q1 		$3.62M Buy
+80,177
New +$3.44M 0.01% 677

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JEPQ Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q3 2023, selling an estimated $563K and leaving 96,779 shares worth $4.54M. The position accounts for 0.01% of the portfolio, ranked #523.

JP Morgan Private Wealth Advisors first reported a position in JEPQ in Q1 2023 and has held it in 3 quarters since. The position peaked at $5.25M in Q2 2023. 329 funds tracked by Wall St. Rank hold JEPQ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 96,779 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.54M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 11,685 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2023, an estimated $563K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #523 holding.
  • JP Morgan Private Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.25M in Q2 2023.
  • 329 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.