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

Blueprint 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
Q1 		– Sell
-4,500
Closed -$254K – 154
2024
Q4 		$254K Buy
+4,500
New +$253K 0.04% 164

Other funds holding JEPQ

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blueprint Investment Partners's JEPQ Position: Q1 2025 in Review

Blueprint Investment Partners sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2025, closing a stake of 4,500 shares — an estimated $254K sold.

Blueprint Investment Partners first reported a position in JEPQ in Q4 2024 and held it in 1 quarter. The position peaked at $254K in Q4 2024. 783 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

  • Blueprint Investment Partners reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 4,500 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2025, an estimated $254K.
  • Blueprint Investment Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 1 quarter.
  • Blueprint Investment Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $254K in Q4 2024.
  • 783 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.