Baron Silver Stevens Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Baron Silver Stevens Financial Advisors’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	–	Sell	-10,313	Closed	-$534K	–	145
2025 Q1	$534K	Hold	10,313	–	–	0.09%	69
2024 Q4	$581K	Buy	10,313 +3,584	+53%	+$201K	0.1%	68
2024 Q3	$370K	Hold	6,729	–	–	0.06%	78
2024 Q2	$373K	Buy	6,729 +1,044	+18%	+$56.1K	0.07%	79
2024 Q1	$308K	Sell	5,685 -2,159	-28%	-$113K	0.06%	90
2023 Q4	$392K	Buy	+7,844	New	+$379K	0.08%	71

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

Baron Silver Stevens Financial Advisors's JEPQ Position: Q2 2025 in Review

Baron Silver Stevens Financial Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 10,313 shares — an estimated $534K sold.

Baron Silver Stevens Financial Advisors first reported a position in JEPQ in Q4 2023 and held it in 6 quarters. The position peaked at $581K in Q4 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Baron Silver Stevens Financial Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 10,313 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $534K.
Baron Silver Stevens Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and held it in 6 quarters.
Baron Silver Stevens Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $581K in Q4 2024.
804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.