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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 258k 49.93
2023-09-30 $9.8M 209k 46.93
2023-06-30 $5.1M 106k 48.37
2023-03-31 $3.2M 72k 45.09
2022-12-31 $1.4M 36k 40.80

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

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
New York Life Investment Management

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf