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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Beacon Financial Advisory

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

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 86k 49.93
2023-09-30 $2.9M 63k 46.93
2023-06-30 $1.5M 31k 48.37
2023-03-31 $680k 15k 45.09

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Specialized Funds Div App Etf (VIG)
Innovator Etfs Tr Intrnl Dev July (IJUL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Beacon Financial Advisory

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Bank of America Corporation
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
New York Life Investment Management
Janney Montgomery Scott
Requisite Capital Management

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf