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

Retirement 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
Q1 		$76.5K Buy
1,410
+995
+240% +$52K 0.03% 189
2023
Q4 		$20.7K Buy
+415
New +$20K 0.01% 337
2023
Q3 		– Sell
-15
Closed -$726 – 808
2023
Q2 		$726 Buy
+15
New +$693 ﹤0.01% 692

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Retirement Group's JEPQ Position: Q1 2024 in Review

Retirement Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 240% in Q1 2024, buying an estimated $52K and bringing the position to 1,410 shares worth $76.5K. The position accounts for 0.03% of the portfolio, ranked #189.

Retirement Group first reported a position in JEPQ in Q2 2023 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold JEPQ as of Q1 2024.

  • Retirement Group held 1,410 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $76.5K as of Q1 2024.
  • Retirement Group bought 995 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2024, an estimated $52K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #189 holding.
  • Retirement Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.