Lincoln National Corp’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Lincoln National Corp’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	–	Sell	-32,676	Closed	-$1.77M	–	629
2024 Q1	$1.77M	Buy	32,676 +4,585	+16%	+$239K	0.03%	358
2023 Q4	$1.4M	Buy	28,091 +9,860	+54%	+$476K	0.02%	370
2023 Q3	$856K	Buy	18,231 +8,010	+78%	+$386K	0.02%	448
2023 Q2	$494K	Buy	10,221 +3,530	+53%	+$163K	0.01%	613
2023 Q1	$302K	Buy	+6,691	New	+$287K	0.01%	766

Other funds holding JEPQ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RIG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lincoln National Corp's JEPQ Position: Q2 2024 in Review

Lincoln National Corp sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2024, closing a stake of 32,676 shares — an estimated $1.77M sold.

Lincoln National Corp first reported a position in JEPQ in Q1 2023 and held it in 5 quarters. The position peaked at $1.77M in Q1 2024. 581 funds tracked by Wall St. Rank hold JEPQ as of Q2 2024.

Lincoln National Corp reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 32,676 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2024, an estimated $1.77M.
Lincoln National Corp first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.77M in Q1 2024.
581 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.