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Briaud Financial Planning’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Briaud Financial Planning’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
-409
Closed -$22K – 195
2025
Q2 		$22K Hold
409
– – 0.01% 160
2025
Q1 		$21K Hold
409
– – 0.01% 120
2024
Q4 		$23K Buy
+409
New +$23K 0.01% 116

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

Briaud Financial Planning's JEPQ Position: Q3 2025 in Review

Briaud Financial Planning sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025, closing a stake of 409 shares — an estimated $22K sold.

Briaud Financial Planning first reported a position in JEPQ in Q4 2024 and held it in 3 quarters. The position peaked at $23K in Q4 2024. 852 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • Briaud Financial Planning reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 409 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $22K.
  • Briaud Financial Planning first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $23K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.