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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Orgel Wealth Management

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

Historical chart of Orgel Wealth Management 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 Orgel Wealth Management 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 Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $254k 4.4k 57.52
2025-06-30 $209k 3.8k 54.40

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Orgel Wealth Management

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

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

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf