Ritter Daniher Financial Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Ritter Daniher Financial Advisory’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	–	Sell	-786	Closed	-$42.6K	–	313
2024 Q1	$42.6K	Sell	786 -877	-53%	-$45.8K	0.01%	160
2023 Q4	$83K	Buy	1,663 +888	+115%	+$42.9K	0.03%	118
2023 Q3	$36.4K	Hold	775	–	–	0.02%	163
2023 Q2	$37.5K	Buy	+775	New	+$35.8K	0.02%	153

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 22.9% 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

Ritter Daniher Financial Advisory's JEPQ Position: Q2 2024 in Review

Ritter Daniher Financial Advisory sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2024, closing a stake of 786 shares — an estimated $42.6K sold.

Ritter Daniher Financial Advisory first reported a position in JEPQ in Q2 2023 and held it in 4 quarters. The position peaked at $83K in Q4 2023. 581 funds tracked by Wall St. Rank hold JEPQ as of Q2 2024.

Ritter Daniher Financial Advisory reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2024 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 786 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2024, an estimated $42.6K.
Ritter Daniher Financial Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and held it in 4 quarters.
Ritter Daniher Financial Advisory's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $83K in Q4 2023.
581 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.