Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Jpmorgan Nasdaq Equity Premium Income Etf
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Quarterly reported holdings in Jpmorgan Nasdaq Equity Premium Income Etf by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $909k | 16k | 57.52 |
| 2025-06-30 | $689k | 13k | 54.40 |
| 2025-03-31 | $553k | 11k | 51.78 |
| 2024-12-31 | $574k | 10k | 56.38 |
| 2024-09-30 | $559k | 10k | 54.93 |
| 2024-06-30 | $517k | 9.3k | 55.50 |
| 2024-03-31 | $443k | 8.2k | 54.24 |
| 2023-12-31 | $356k | 7.1k | 49.93 |
| 2023-09-30 | $317k | 6.8k | 46.93 |
| 2023-06-30 | $2.5M | 52k | 48.37 |
| 2023-03-31 | $1.4M | 32k | 45.09 |
| 2022-12-31 | $971k | 24k | 40.82 |
| 2022-09-30 | $879k | 21k | 41.65 |
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