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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by PDS Planning

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

Historical chart of PDS 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 PDS 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 PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 22k 54.24
2023-12-31 $454k 9.1k 49.93

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS 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