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AllSquare Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

AllSquare Wealth Management’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
Q3 		$46.1K Hold
802
– – 0.02% 243
2025
Q2 		$43.6K Buy
802
+300
+60% +$15.5K 0.02% 239
2025
Q1 		$26K Buy
502
+240
+92% +$13.4K 0.02% 277
2024
Q4 		$14.8K Buy
+262
New +$14.7K 0.01% 337

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllSquare Wealth Management's JEPQ Position: Q3 2025 in Review

AllSquare Wealth Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q3 2025 at 802 shares worth $46.1K. The position accounts for 0.02% of the portfolio, ranked #243.

AllSquare Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • AllSquare Wealth Management held 802 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $46.1K as of Q3 2025.
  • AllSquare Wealth Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q3 2025.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #243 holding.
  • AllSquare Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.