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Waller Financial Planning Group »

Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group 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 Waller Financial Planning Group

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$244k	4.2k	58.12

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)

Spdr Series Trust State Street Spd (SPYG)

Ishares Tr Eafe Value Etf (EFV)

Spdr Series Trust State Street Spd (SPYV)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Ishares Tr Investment Grade (IGEB)

Spdr Series Trust State Street Spd (SPAB)

Ishares Tr Eafe Grwth Etf (EFG)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Spdr Series Trust State Street Spd (SPMD)

Spdr Series Trust State Street Spd (SPSM)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Index Fds Small Cp Etf (VB)

View all positions for Waller Financial Planning Group

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

Envestnet Asset Management

UBS Group

Commonwealth Equity Services

Cetera Investment Advisers

RiverFront Investment Group

Hanson McClain Advisors

Susquehanna International

Stifel Financial

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf

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