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Adero Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Adero Partners’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$220K Buy
4,250
+160
+4% +$8.91K 0.01% 222
2024
Q4 		$231K Hold
4,090
– – 0.01% 211
2024
Q3 		$225K Hold
4,090
– – 0.01% 205
2024
Q2 		$227K Hold
4,090
– – 0.02% 188
2024
Q1 		$222K Buy
+4,090
New +$214K 0.02% 178

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adero Partners's JEPQ Position: Q1 2025 in Review

Adero Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.9% in Q1 2025, buying an estimated $8.91K and bringing the position to 4,250 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #222.

Adero Partners first reported a position in JEPQ in Q1 2024 and has held it in 5 quarters since. The position peaked at $231K in Q4 2024. 783 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

  • Adero Partners held 4,250 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $220K as of Q1 2025.
  • Adero Partners bought 160 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2025, an estimated $8.91K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Adero Partners's portfolio in Q1 2025, its #222 holding.
  • Adero Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 5 quarters since.
  • Adero Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $231K in Q4 2024.
  • 783 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.