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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Appleton Partners

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

Historical chart of Appleton Partners 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 Appleton Partners 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 Appleton Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 6.0k 57.45
2025-06-30 $329k 6.0k 54.47
2025-03-31 $244k 4.7k 51.75
2024-12-31 $232k 4.1k 56.38
2024-06-30 $201k 3.6k 55.60

More positions owned by Appleton Partners

Apple CS (AAPL)
Microsoft Corp CS (MSFT)
Goldman Sachs Activebeta U.s. Etf (GSLC)
Schwab Us Large-cap Etf Etf (SCHX)
Broadcom CS (AVGO)
Jpmorgan Chase & Co CS (JPM)
Amazon.com CS (AMZN)
Alphabet CS (GOOG)
Visa CS (V)
Ge Vernova CS (GEV)
Home Depot Inc/the CS (HD)
Meta Platforms CS (META)
Jpmorgan Ultra-short Income Et Etf (JPST)
Morgan Stanley CS (MS)
Energy Select Sector Spdr Fund CS (XLE)

View all positions for Appleton Partners

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