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Retirement Planning Group, Llc / Ny »

Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Retirement Planning Group, Llc / Ny

Quarter-by-quarter ownership of Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) shares owned by Retirement Planning Group, Llc / Ny from 13F filings

Historical chart of Retirement Planning Group, Llc / Ny 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 Retirement Planning Group, Llc / Ny 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 Retirement Planning Group, Llc / Ny

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.9M	34k	57.52
2025-06-30	$581k	11k	54.40
2025-03-31	$268k	5.2k	51.78
2024-12-31	$288k	5.1k	56.38

More positions owned by Retirement Planning Group, Llc / Ny

Invesco Qqq Tr Unit Ser 1 (QQQ)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

Global X Fds Us Infr Dev Etf (PAVE)

Global X Fds Nasdaq 100 Cover (QYLD)

Nuveen Core Equity Alpha Fund (JCE)

Columbia Etf Tr I Resh Enhnc Cor (RECS)

Alps Etf Tr Riverfrnt Dymc (RFDA)

Select Sector Spdr Tr Financial (XLF)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Legg Mason Etf Invt Franklin Intl Lw (LVHI)

Pimco Dynamic Income SHS (PDI)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Select Sector Spdr Tr Energy (XLE)

Ge Aerospace Com New (GE)

View all positions for Retirement Planning Group, Llc / Ny

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Ameriprise Financial

Royal Bank of Canada

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Envestnet Asset Management

UBS Group

Commonwealth Equity Services

Cetera Investment Advisers

RiverFront Investment Group

Hanson McClain Advisors

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View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf

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