Atria Wealth Solutions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Atria Wealth Solutions’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 Q2	$18.1M	Sell	332,834 -275,325	-45%	-$14.2M	0.41%	46
2025 Q1	$31.5M	Buy	608,159 +128,145	+27%	+$7.14M	0.38%	48
2024 Q4	$27.1M	Buy	480,014 +58,470	+14%	+$3.28M	0.3%	67
2024 Q3	$23.2M	Buy	421,544 +68,057	+19%	+$3.65M	0.25%	86
2024 Q2	$19.6M	Buy	353,487 +28,132	+9%	+$1.51M	0.22%	96
2024 Q1	$17.6M	Buy	325,355 +67,013	+26%	+$3.5M	0.2%	108
2023 Q4	$12.9M	Buy	258,342 +49,021	+23%	+$2.37M	0.16%	137
2023 Q3	$9.82M	Buy	209,321 +103,298	+97%	+$4.98M	0.14%	162
2023 Q2	$5.13M	Buy	106,023 +34,565	+48%	+$1.6M	0.07%	278
2023 Q1	$3.22M	Buy	71,458 +35,989	+101%	+$1.54M	0.05%	390
2022 Q4	$1.46M	Buy	+35,469	New	+$1.51M	0.02%	612

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Atria Wealth Solutions's JEPQ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 45% in Q2 2025, selling an estimated $14.2M and leaving 332,834 shares worth $18.1M. The position accounts for 0.41% of the portfolio, ranked #46.

Atria Wealth Solutions first reported a position in JEPQ in Q4 2022 and has held it in 11 quarters since. The position peaked at $31.5M in Q1 2025. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Atria Wealth Solutions held 332,834 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $18.1M as of Q2 2025.
Atria Wealth Solutions sold 275,325 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $14.2M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.41% of Atria Wealth Solutions's portfolio in Q2 2025, its #46 holding.
Atria Wealth Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $31.5M in Q1 2025.
804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.