Beta Wealth »

Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Beta Wealth

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

Historical chart of Beta Wealth 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 Beta Wealth 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.1M 163k 49.93
2023-09-30 $4.7M 101k 46.93
2023-06-30 $3.0M 62k 48.37
2023-03-31 $2.8M 63k 45.09
2022-12-31 $550k 14k 40.80

More positions owned by Beta Wealth

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Microsoft Corporation (MSFT)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Walt Disney Company (DIS)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Vaneck Etf Trust Agribusiness Etf (MOO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Dynamic Income SHS (PDI)

View all positions for Beta Wealth

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