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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $517k 9.4k 54.93
2024-06-30 $449k 8.1k 55.50
2024-03-31 $439k 8.1k 54.24
2023-12-31 $404k 8.1k 49.93

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for Shepherd Financial Partners

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