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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth 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 Monterey Private Wealth 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 Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 21k 54.93
2024-06-30 $965k 17k 55.50

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Monterey Private Wealth

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