Macroview Investment Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Macroview Investment 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 Q3	–	Sell	-446	Closed	-$24.7K	–	611
2024 Q2	$24.7K	Buy	446 +1	+0.2%	+$54	0.03%	166
2024 Q1	$24.1K	Buy	445 +5	+1%	+$261	0.03%	178
2023 Q4	$22K	Buy	440 +228	+108%	+$11K	0.03%	183
2023 Q3	$9.95K	Buy	212 +9	+4%	+$434	0.01%	268
2023 Q2	$9.84K	Buy	203 +80	+65%	+$3.7K	0.02%	277
2023 Q1	$5.53K	Buy	123 +5	+4%	+$214	0.01%	313
2022 Q4	$4.83K	Buy	+118	New	+$5.02K	0.01%	323

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Macroview Investment Management's JEPQ Position: Q3 2024 in Review

Macroview Investment Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2024, closing a stake of 446 shares — an estimated $24.7K sold.

Macroview Investment Management first reported a position in JEPQ in Q4 2022 and held it in 7 quarters. The position peaked at $24.7K in Q2 2024. 612 funds tracked by Wall St. Rank hold JEPQ as of Q3 2024.

Macroview Investment Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2024 after selling out during the quarter.
Macroview Investment Management sold 446 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2024, an estimated $24.7K.
Macroview Investment Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and held it in 7 quarters.
Macroview Investment Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $24.7K in Q2 2024.
612 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2024.

Based on Macroview Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.