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Bernardo Wealth Planning »

Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Jpmorgan Nasdaq Equity Premium Income Etf

Tip: Access up to 7 years of quarterly data

All positions including Jpmorgan Nasdaq Equity Premium Income Etf held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Nasdaq Equity Premium Income Etf by Bernardo Wealth Planning

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$12M	229k	54.24
2023-12-31	$11M	224k	49.93
2023-09-30	$11M	241k	46.93
2023-06-30	$11M	226k	48.37
2023-03-31	$9.7M	216k	45.09

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)

Vanguard World Mega Grwth Ind (MGK)

Vanguard World Mega Cap Val Etf (MGV)

Vanguard Scottsdale Fds Vng Rus1000val (VONV)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Vanguard Whitehall Fds High Div Yld (VYM)

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Ishares Tr Us Treas Bd Etf (GOVT)

Ishares Tr Ishs 1-5yr Invs (IGSB)

Apple (AAPL)

J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Bernardo Wealth Planning

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Jpmorgan Chase & Co

Wells Fargo & Company

UBS Group

Bank of America Corporation

Marks Wealth

RiverFront Investment Group

Advisor Group Holdings

Royal Bank of Canada

Commonwealth Equity Services

Raymond James Financial Services Advisors

Global Assets Advisory

Hilton Capital Management

Raymond James & Associates

Janney Montgomery Scott

Private Advisor

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf

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