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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $733k 13k 57.52
2025-06-30 $667k 12k 54.40
2025-03-31 $622k 12k 51.78
2024-09-30 $677k 12k 54.93
2023-09-30 $434k 9.2k 46.93

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

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