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Moss Adams Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Moss Adams Wealth Advisors’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 		– Sell
-100
Closed -$4.51K – 163
2023
Q1 		$4.51K Buy
+100
New +$4.28K ﹤0.01% 150

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HCPC
Hamilton Capital Partners (Canada) Toronto $3.45B AUM 58.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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

Moss Adams Wealth Advisors's JEPQ Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2023, closing a stake of 100 shares — an estimated $4.51K sold.

Moss Adams Wealth Advisors first reported a position in JEPQ in Q1 2023 and held it in 1 quarter. The position peaked at $4.51K in Q1 2023. 271 funds tracked by Wall St. Rank hold JEPQ as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 100 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2023, an estimated $4.51K.
  • Moss Adams Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.51K in Q1 2023.
  • 271 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.