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Norris Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Norris Financial Group’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
-30,538
Closed -$1.43M – 74
2023
Q3 		$1.43M Buy
30,538
+3,784
+14% +$182K 0.99% 33
2023
Q2 		$1.29M Buy
+26,754
New +$1.24M 0.9% 37

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norris Financial Group's JEPQ Position: Q4 2023 in Review

Norris Financial Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2023, closing a stake of 30,538 shares — an estimated $1.43M sold.

Norris Financial Group first reported a position in JEPQ in Q2 2023 and held it in 2 quarters. The position peaked at $1.43M in Q3 2023. 426 funds tracked by Wall St. Rank hold JEPQ as of Q4 2023.

  • Norris Financial Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2023 after selling out during the quarter.
  • Norris Financial Group sold 30,538 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2023, an estimated $1.43M.
  • Norris Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and held it in 2 quarters.
  • Norris Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.43M in Q3 2023.
  • 426 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2023.

Based on Norris Financial Group's 13F filing for Q4 2023, filed 20 May 2026.