Blue Investment Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Blue Investment Partners’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	-36,213	Closed	-$1.88M	–	56
2025 Q1	$1.88M	Buy	36,213 +883	+2%	+$49.2K	0.71%	24
2024 Q4	$1.99M	Sell	35,330 -55	-0.2%	-$3.09K	0.73%	29
2024 Q3	$1.94M	Buy	35,385 +684	+2%	+$36.7K	0.8%	25
2024 Q2	$1.93M	Sell	34,701 -56,055	-62%	-$3.01M	0.87%	24
2024 Q1	$4.92M	Buy	90,756 +17,308	+24%	+$904K	2.56%	15
2023 Q4	$3.67M	Buy	73,448 +8,930	+14%	+$431K	2.39%	14
2023 Q3	$3.03M	Sell	64,518 -59,835	-48%	-$2.88M	2.41%	13
2023 Q2	$6.01M	Buy	+124,353	New	+$5.75M	4.59%	7

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 $377B AUM 19.32% 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

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

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

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

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

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

Blue Investment Partners's JEPQ Position: Q2 2025 in Review

Blue Investment Partners sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 36,213 shares — an estimated $1.88M sold.

Blue Investment Partners first reported a position in JEPQ in Q2 2023 and held it in 8 quarters. The position peaked at $6.01M in Q2 2023. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Blue Investment Partners reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Blue Investment Partners sold 36,213 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $1.88M.
Blue Investment Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and held it in 8 quarters.
Blue Investment Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.01M in Q2 2023.
804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.