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

Sanctuary 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 		$6.43K Hold
114
– – ﹤0.01% 187
2024
Q3 		$6.26K Buy
+114
New +$6.11K ﹤0.01% 193

Other funds holding JEPQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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

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

Sanctuary Wealth Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q4 2024 at 114 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Sanctuary Wealth Management first reported a position in JEPQ in Q3 2024 and has held it in 2 quarters since. 754 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

  • Sanctuary Wealth Management held 114 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.43K as of Q4 2024.
  • Sanctuary Wealth Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q4 2024.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #187 holding.
  • Sanctuary Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 2 quarters since.
  • 754 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.