Apexium Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Apexium Financial’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	$10.9M	Buy	189,285 +15,124	+9%	+$840K	0.53%	34
2025 Q2	$9.47M	Buy	174,161 +54,695	+46%	+$2.82M	0.5%	34
2025 Q1	$6.19M	Buy	119,466 +63,009	+112%	+$3.51M	0.37%	43
2024 Q4	$3.2M	Buy	56,457 +43,340	+330%	+$2.43M	0.19%	56
2024 Q3	$721K	Buy	+13,117	New	+$704K	0.05%	115

Other funds holding JEPQ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apexium Financial's JEPQ Position: Q3 2025 in Review

Apexium Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.7% in Q3 2025, buying an estimated $840K and bringing the position to 189,285 shares worth $10.9M. The position accounts for 0.53% of the portfolio, ranked #34.

Apexium Financial first reported a position in JEPQ in Q3 2024 and has held it in 5 quarters since. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

Apexium Financial held 189,285 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $10.9M as of Q3 2025.
Apexium Financial bought 15,124 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $840K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.53% of Apexium Financial's portfolio in Q3 2025, its #34 holding.
Apexium Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 5 quarters since.
850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.