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WR Wealth Planners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

WR Wealth Planners’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 		$117K Buy
2,081
+432
+26% +$24.3K 0.04% 208
2024
Q3 		$90.6K Buy
1,649
+377
+30% +$20.2K 0.03% 271
2024
Q2 		$70.6K Buy
1,272
+1,201
+1,692% +$64.5K 0.02% 290
2024
Q1 		$3.83K Buy
+71
New +$3.71K ﹤0.01% 768

Other funds holding JEPQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WR Wealth Planners's JEPQ Position: Q4 2024 in Review

WR Wealth Planners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 26% in Q4 2024, buying an estimated $24.3K and bringing the position to 2,081 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #208.

WR Wealth Planners first reported a position in JEPQ in Q1 2024 and has held it in 4 quarters since. 754 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

  • WR Wealth Planners held 2,081 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $117K as of Q4 2024.
  • WR Wealth Planners bought 432 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2024, an estimated $24.3K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #208 holding.
  • WR Wealth Planners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 4 quarters since.
  • 754 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.