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

Beaird Harris 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 		– Sell
-94
Closed -$5.11K – 750
2025
Q2 		$5.11K Hold
94
– – ﹤0.01% 421
2025
Q1 		$4.87K Buy
+94
New +$5.24K ﹤0.01% 385

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Beaird Harris Wealth Management's JEPQ Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025, closing a stake of 94 shares — an estimated $5.11K sold.

Beaird Harris Wealth Management first reported a position in JEPQ in Q1 2025 and held it in 2 quarters. The position peaked at $5.11K in Q2 2025. 852 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 94 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $5.11K.
  • Beaird Harris Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and held it in 2 quarters.
  • Beaird Harris Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.11K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.