ADG Wealth Management Group »

Jpmorgan Nasdaq Equity Premium Income Etf shares owned by ADG Wealth Management Group

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

Historical chart of ADG Wealth Management Group 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 ADG Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Jpmorgan Nasdaq Equity Premium Income Etf by ADG Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 145k 57.52
2025-06-30 $8.3M 152k 54.40
2025-03-31 $7.0M 134k 51.78
2024-12-31 $8.8M 155k 56.38

More positions owned by ADG Wealth Management Group

Ishares S&p 500 Growth Etf Ishares Tr (IVW)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt S&p500 Eql Wgt (RSP)
Ishares S&p 500 Value Etf Ishares Tr (IVE)
J P Morgan Exchange Traded Fd Equity Premium J P Morgan Exchange Traded F (JEPI)
J P Morgan Exchange Traded Fd Nasdaq Eqt Prem J P Morgan Exchange Traded F (JEPQ)
Vanguard Whitehall Fds Intl High Etf Vanguard Whitehall Fds (VYMI)
Ishares Trust Core Divid Gwth Ishares Tr (DGRO)
Ishares Core S&p Mid-cap Etf Ishares Tr (IJH)
Ishares Core S&p 500 Etf Ishares Tr (IVV)
Ishares Tr Intl Div Grwth Ishares Tr (IGRO)
Utilities Select Sector Spdr Fund Select Sector Spdr Tr (XLU)
Ishares Trust Core Msci Eafe Etf Ishares Tr (IEFA)
Ishares Tr Msci Usa Qlt Fct Ishares Tr (QUAL)
Chevron Corp Chevron Corp New (CVX)
Ishares Select Dividend Etf Ishares Tr (DVY)

View all positions for ADG Wealth Management Group

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Advisor Group Holdings
Envestnet Asset Management
UBS Group
Commonwealth Equity Services
Cetera Investment Advisers
RiverFront Investment Group
Hanson McClain Advisors
Susquehanna International

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf