VWA
JEPQ icon

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

V Wealth 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
Q3 		– Sell
-4,173
Closed -$202K – 243
2023
Q2 		$202K Sell
4,173
-367
-8% -$17K 0.03% 363
2023
Q1 		$205K Buy
+4,540
New +$195K 0.04% 358

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Morgan Stanley
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UBS Group
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RIG
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Osaic Holdings
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Wells Fargo
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Royal Bank of Canada
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return