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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth 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 Concord Wealth 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 Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 26k 54.24
2023-12-31 $1.2M 24k 49.93
2023-09-30 $1.1M 24k 46.93

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

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
Private Advisor

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf