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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

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCPC
Hamilton Capital Partners (Canada) Toronto $3.45B AUM 58.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

V Wealth Advisors's JEPQ Position: Q3 2023 in Review

V Wealth Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2023, closing a stake of 4,173 shares — an estimated $202K sold.

V Wealth Advisors first reported a position in JEPQ in Q1 2023 and held it in 2 quarters. The position peaked at $205K in Q1 2023. 330 funds tracked by Wall St. Rank hold JEPQ as of Q3 2023.

  • V Wealth Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 4,173 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2023, an estimated $202K.
  • V Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and held it in 2 quarters.
  • V Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $205K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.