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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by SWMG

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

Historical chart of SWMG investment in Jpmorgan Nasdaq Equity Premium Income Etf

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All positions including Jpmorgan Nasdaq Equity Premium Income Etf held by SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 3.5k 58.04
2025-03-31 $218k 4.3k 51.09
2024-12-31 $246k 4.2k 58.08
2024-09-30 $235k 4.1k 56.65
2024-06-30 $272k 4.9k 55.50
2024-03-31 $384k 7.1k 54.24
2023-12-31 $370k 7.4k 49.93
2023-09-30 $497k 11k 46.93
2023-06-30 $620k 13k 48.37

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for SWMG

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
Jones Financial Companies, L.L

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf