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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 28k 57.52
2025-06-30 $1.0M 19k 54.40
2025-03-31 $700k 14k 51.78
2024-12-31 $505k 9.0k 56.38

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment 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