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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial 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 Kapstone Financial 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $248k 4.5k 54.80
2024-06-30 $208k 3.7k 55.50

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

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

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf