Zimmermann Investment Management & Planning’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Zimmermann Investment Management & Planning’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	-23,057	Closed	-$1.27M	–	69
2024 Q3	$1.27M	Buy	23,057 +9,917	+75%	+$532K	0.39%	58
2024 Q2	$729K	Buy	13,140 +3,182	+32%	+$171K	0.24%	65
2024 Q1	$540K	Buy	9,958 +1,917	+24%	+$100K	0.19%	80
2023 Q4	$401K	Sell	8,041 -387	-5%	-$18.7K	0.16%	81
2023 Q3	$396K	Buy	8,428 +634	+8%	+$30.5K	0.19%	78
2023 Q2	$377K	Buy	7,794 +270	+4%	+$12.5K	0.18%	77
2023 Q1	$339K	Buy	7,524 +246	+3%	+$10.5K	0.18%	85
2022 Q4	$297K	Buy	7,278 +1,508	+26%	+$64.1K	0.17%	73
2022 Q3	$240K	Buy	+5,770	New	+$270K	0.15%	81

Other funds holding JEPQ

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zimmermann Investment Management & Planning's JEPQ Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2024, closing a stake of 23,057 shares — an estimated $1.27M sold.

Zimmermann Investment Management & Planning first reported a position in JEPQ in Q3 2022 and held it in 9 quarters. The position peaked at $1.27M in Q3 2024. 754 funds tracked by Wall St. Rank hold JEPQ as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 23,057 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2024, an estimated $1.27M.
Zimmermann Investment Management & Planning first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and held it in 9 quarters.
Zimmermann Investment Management & Planning's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.27M in Q3 2024.
754 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.