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Partnership Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Partnership Wealth 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
Q4 		– Sell
-400
Closed -$22K – 126
2024
Q3 		$22K Buy
+400
New +$21.5K 0.02% 142

Other funds holding JEPQ

Koshinski Asset Management
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Partnership Wealth Management's JEPQ Position: Q4 2024 in Review

Partnership Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2024, closing a stake of 400 shares — an estimated $22K sold.

Partnership Wealth Management first reported a position in JEPQ in Q3 2024 and held it in 1 quarter. The position peaked at $22K in Q3 2024. 754 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

  • Partnership Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 400 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2024, an estimated $22K.
  • Partnership Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and held it in 1 quarter.
  • Partnership Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $22K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.