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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Oak Barrel Wealth Advisory

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

Historical chart of Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $322k 5.5k 58.12

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Oak Barrel Wealth Advisory

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
UBS Group
Commonwealth Equity Services
Cetera Investment Advisers
Equitable Holdings
Hanson McClain Advisors
RiverFront Investment Group

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf