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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by IVC Wealth Advisors

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

Historical chart of IVC Wealth Advisors 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 IVC Wealth Advisors 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 IVC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 59k 54.93
2024-06-30 $2.3M 42k 55.50
2024-03-31 $1.0M 19k 54.24

More positions owned by IVC Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Pacer Fds Tr Developed Mrkt (ICOW)
Meta Platforms Cl A (META)
Merck & Co (MRK)

View all positions for IVC Wealth Advisors

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
International Assets Investment Management
Envestnet Asset Management
Royal Bank of Canada
RiverFront Investment Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Cetera Investment Advisers
Requisite Capital Management
Private Advisor
Raymond James & Associates

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf