Sontag Advisory »

Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Jpmorgan Nasdaq Equity Premium Income Etf by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 61k 56.38
2024-09-30 $3.5M 64k 54.93
2024-06-30 $3.8M 68k 55.50

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard MSCI EAFE ETF Etf (VEA)
iShares S&P Midcap 400 Index Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Total US Bond ETF Etf (IUSB)
Schwab International Equity ETF Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Extended Market ETF Etf (VXF)

View all positions for Sontag Advisory

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Raymond James Financial
Royal Bank of Canada
RiverFront Investment Group
Advisor Group Holdings
Commonwealth Equity Services
Ameriprise Financial
Private Advisor
Raymond James Financial Services Advisors

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf