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

Prosperity 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
2023
Q2 		– Sell
-14,989
Closed -$676K – 174
2023
Q1 		$676K Sell
14,989
-6,942
-32% -$297K 0.54% 38
2022
Q4 		$895K Buy
+21,931
New +$932K 0.84% 30

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

Prosperity Wealth Management's JEPQ Position: Q2 2023 in Review

Prosperity Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2023, closing a stake of 14,989 shares — an estimated $676K sold.

Prosperity Wealth Management first reported a position in JEPQ in Q4 2022 and held it in 2 quarters. The position peaked at $895K in Q4 2022. 271 funds tracked by Wall St. Rank hold JEPQ as of Q2 2023.

  • Prosperity Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 14,989 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2023, an estimated $676K.
  • Prosperity Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and held it in 2 quarters.
  • Prosperity Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $895K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2023.

Based on Prosperity Wealth Management's 13F filing for Q2 2023, filed 12 Sep 2023.