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

Bouvel 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	-32,399	Closed	-$1.78M	–	85
2025 Q1	$1.78M	Sell	32,399 -25,445	-44%	-$1.42M	0.67%	52
2024 Q4	$3.26M	Buy	57,844 +25,445	+79%	+$1.43M	1.18%	36
2024 Q3	$1.78M	Sell	32,399 -388	-1%	-$20.8K	0.67%	52
2024 Q2	$1.82M	Buy	+32,787	New	+$1.76M	0.7%	51

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

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

Bouvel Investment Partners sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 32,399 shares — an estimated $1.78M sold.

Bouvel Investment Partners first reported a position in JEPQ in Q2 2024 and held it in 4 quarters. The position peaked at $3.26M in Q4 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Bouvel Investment Partners reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Bouvel Investment Partners sold 32,399 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $1.78M.
Bouvel Investment Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 4 quarters.
Bouvel Investment Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.26M in Q4 2024.
804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Bouvel Investment Partners's 13F filing for Q2 2025, filed 11 Jul 2025.