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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Jpmorgan Nasdaq Equity Premium Income Etf

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All positions including Jpmorgan Nasdaq Equity Premium Income Etf held by Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$832k	15k	54.93
2024-06-30	$489k	8.8k	55.50
2024-03-31	$421k	7.8k	54.24

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Apple (AAPL)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Jpmorgan Chase & Co

Morgan Stanley

LPL Financial

Bank of America Corporation

Wells Fargo & Company

Envestnet Asset Management

International Assets Investment Management

Advisor Group Holdings

Royal Bank of Canada

RiverFront Investment Group

Commonwealth Equity Services

Raymond James Financial Services Advisors

Cetera Investment Advisers

Requisite Capital Management

Private Advisor

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf

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