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

Alpine Bank 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
Q4 		– Sell
-85
Closed -$4.89K – 284
2025
Q3 		$4.89K Hold
85
– – ﹤0.01% 404
2025
Q2 		$4.62K Hold
85
– – ﹤0.01% 400
2025
Q1 		$4.4K Buy
+85
New +$4.74K ﹤0.01% 394
2024
Q3 		$4.67K Buy
+85
New +$4.56K ﹤0.01% 411

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 $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alpine Bank Wealth Management's JEPQ Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 85 shares — an estimated $4.89K sold.

Alpine Bank Wealth Management first reported a position in JEPQ in Q3 2024 and held it in 4 quarters. The position peaked at $4.89K in Q3 2025. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 85 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $4.89K.
  • Alpine Bank Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.89K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.