Kistler-Tiffany Companies’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Kistler-Tiffany Companies’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 Q2	$3.77K	Hold	78	–	–	﹤0.01%	777
2023 Q1	$3.52K	Hold	78	–	–	﹤0.01%	705
2022 Q4	$3.18K	Hold	78	–	–	﹤0.01%	713
2022 Q3	$3K	Hold	78	–	–	﹤0.01%	709
2022 Q2	$4K	Buy	+78	New	+$3.69K	﹤0.01%	680

Other funds holding JEPQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

LJCM

Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return

Kistler-Tiffany Companies's JEPQ Position: Q2 2023 in Review

Kistler-Tiffany Companies held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2023 at 78 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Kistler-Tiffany Companies first reported a position in JEPQ in Q2 2022 and has held it in 5 quarters since. The position peaked at $4K in Q2 2022. 270 funds tracked by Wall St. Rank hold JEPQ as of Q2 2023.

Kistler-Tiffany Companies held 78 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.77K as of Q2 2023.
Kistler-Tiffany Companies left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2023.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #777 holding.
Kistler-Tiffany Companies first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and has held it in 5 quarters since.
Kistler-Tiffany Companies's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4K in Q2 2022.
270 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.