Bessemer Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bessemer Group’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	-300	Closed	-$17K	–	2624
2025 Q3	$17K	Sell	300 -1,618	-84%	-$89.8K	﹤0.01%	1755
2025 Q2	$104K	Buy	1,918 +73	+4%	+$3.76K	﹤0.01%	1209
2025 Q1	$96K	Buy	1,845 +249	+16%	+$13.9K	﹤0.01%	1213
2024 Q4	$90K	Buy	1,596 +1,255	+368%	+$70.5K	﹤0.01%	1211
2024 Q3	$19K	Hold	341	–	–	﹤0.01%	1509
2024 Q2	$19K	Hold	341	–	–	﹤0.01%	1391
2024 Q1	$19K	Hold	341	–	–	﹤0.01%	1434
2023 Q4	$17K	Hold	341	–	–	﹤0.01%	1496
2023 Q3	$16K	Buy	+341	New	+$16.4K	﹤0.01%	1512

Other funds holding JEPQ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bessemer Group's JEPQ Position: Q4 2025 in Review

Bessemer Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 300 shares — an estimated $17K sold.

Bessemer Group first reported a position in JEPQ in Q3 2023 and held it in 9 quarters. The position peaked at $104K in Q2 2025. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Bessemer Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Bessemer Group sold 300 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $17K.
Bessemer Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and held it in 9 quarters.
Bessemer Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $104K in Q2 2025.
938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.