MBFW
JEPQ icon

Morton Brown Family Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Morton Brown Family Wealth’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
-278
Closed -$15.2K – 275
2024
Q2 		$15.2K Hold
278
– – 0.01% 140
2024
Q1 		$15.1K Buy
+278
New +$14.5K 0.01% 134

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morton Brown Family Wealth's JEPQ Position: Q3 2024 in Review

Morton Brown Family Wealth sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2024, closing a stake of 278 shares — an estimated $15.2K sold.

Morton Brown Family Wealth first reported a position in JEPQ in Q1 2024 and held it in 2 quarters. The position peaked at $15.2K in Q2 2024. 612 funds tracked by Wall St. Rank hold JEPQ as of Q3 2024.

  • Morton Brown Family Wealth reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 278 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2024, an estimated $15.2K.
  • Morton Brown Family Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and held it in 2 quarters.
  • Morton Brown Family Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $15.2K in Q2 2024.
  • 612 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2024.

Based on Morton Brown Family Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.