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

Sugarloaf 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	$82.5K	Buy	+1,463	New	+$82.1K	0.02%	241

Other funds holding JEPQ

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sugarloaf Wealth Management opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2024: 1,463 shares worth $82.5K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings.

754 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

Sugarloaf Wealth Management held 1,463 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $82.5K as of Q4 2024.
JPMorgan Nasdaq Equity Premium Income ETF was a new Sugarloaf Wealth Management position in Q4 2024.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #241 holding.
754 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.