Relative Value Partners Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Relative Value Partners 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
2024 Q2	$4.77M	Buy	+85,981	New	+$4.62M	0.62%	39

Other funds holding JEPQ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Relative Value Partners Group's JEPQ Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2024: 85,981 shares worth $4.77M. The stake represents 0.62% of the portfolio and ranks #39 among its holdings.

581 funds tracked by Wall St. Rank hold JEPQ as of Q2 2024.

Relative Value Partners Group held 85,981 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.77M as of Q2 2024.
JPMorgan Nasdaq Equity Premium Income ETF was a new Relative Value Partners Group position in Q2 2024.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.62% of Relative Value Partners Group's portfolio in Q2 2024, its #39 holding.
581 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.