Synergy Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Synergy Asset 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
2023 Q2	–	Sell	-58,938	Closed	-$2.66M	–	111
2023 Q1	$2.66M	Buy	+58,938	New	+$2.53M	0.64%	48

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Envestnet Asset Management

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Commonwealth Equity Services

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New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return