Legacy Financial Group (Iowa)
JEPQ icon

Legacy Financial Group (Iowa)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-570
Closed -$26.8K – 282
2023
Q3 		$26.8K Buy
+570
New +$27.5K 0.01% 241

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UBS Group
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Bank of America
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Royal Bank of Canada
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Legacy Financial Group (Iowa)'s JEPQ Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2023, closing a stake of 570 shares — an estimated $26.8K sold.

Legacy Financial Group (Iowa) first reported a position in JEPQ in Q3 2023 and held it in 1 quarter. The position peaked at $26.8K in Q3 2023. 425 funds tracked by Wall St. Rank hold JEPQ as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 570 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2023, an estimated $26.8K.
  • Legacy Financial Group (Iowa) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $26.8K in Q3 2023.
  • 425 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.