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

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 38k 54.24
2023-12-31 $2.0M 39k 49.93
2023-09-30 $1.5M 24k 64.99
2023-06-30 $487k 10k 48.37

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Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
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Meta Platforms Common Stock (META)
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Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

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