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

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

Historical chart of Rooted 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 Rooted 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 Rooted Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$4.0M	69k	57.68

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)

Ishares Tr Core Div Grwth (DGRO)

Spdr Series Trust State Street Spd (SPYG)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Invesco Actively Managed Exc Total Return (GTO)

Fidelity Covington Trust High Divid Etf (FDVV)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Vanguard Index Fds Mid Cap Etf (VO)

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

Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)

Vanguard Whitehall Fds High Div Yld (VYM)

Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)

Vanguard Wellington Us Multifactor (VFMF)

First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Rooted Wealth Advisors

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Jpmorgan Chase & Co

LPL Financial

Wells Fargo & Company

Ameriprise Financial

Royal Bank of Canada

Raymond James Financial

Advisor Group Holdings

UBS Group

Envestnet Asset Management

Commonwealth Equity Services

Cetera Investment Advisers

Hanson McClain Advisors

RiverFront Investment Group

Equitable Holdings

Susquehanna International

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf

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