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Vermillion & White Wealth Management Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-1,216
Closed -$66.8K – 393
2024
Q3 		$66.8K Hold
1,216
– – 0.05% 108
2024
Q2 		$67.5K Buy
+1,216
New +$65.4K 0.05% 109

Other funds holding JEPQ

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vermillion & White Wealth Management Group's JEPQ Position: Q4 2024 in Review

Vermillion & White Wealth Management Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2024, closing a stake of 1,216 shares — an estimated $66.8K sold.

Vermillion & White Wealth Management Group first reported a position in JEPQ in Q2 2024 and held it in 2 quarters. The position peaked at $67.5K in Q2 2024. 756 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

  • Vermillion & White Wealth Management Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 1,216 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2024, an estimated $66.8K.
  • Vermillion & White Wealth Management Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $67.5K in Q2 2024.
  • 756 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on Vermillion & White Wealth Management Group's 13F filing for Q4 2024, filed 14 Feb 2025.