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Stewardship Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Stewardship Advisors’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
Q1 		– Sell
-127,696
Closed -$5.21M – 48
2022
Q4 		$5.21M Buy
+127,696
New +$5.43M 2.1% 16

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCPC
Hamilton Capital Partners (Canada) Toronto $3.45B AUM 58.23% 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 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
LJCM
Lee Johnson Capital Management Fort Worth, Texas $320M AUM 60.02% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stewardship Advisors's JEPQ Position: Q1 2023 in Review

Stewardship Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2023, closing a stake of 127,696 shares — an estimated $5.21M sold.

Stewardship Advisors first reported a position in JEPQ in Q4 2022 and held it in 1 quarter. The position peaked at $5.21M in Q4 2022. 205 funds tracked by Wall St. Rank hold JEPQ as of Q1 2023.

  • Stewardship Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2023 after selling out during the quarter.
  • Stewardship Advisors sold 127,696 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2023, an estimated $5.21M.
  • Stewardship Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and held it in 1 quarter.
  • Stewardship Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.21M in Q4 2022.
  • 205 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2023.

Based on Stewardship Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.