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Brown Brothers Harriman & Co’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Brown Brothers Harriman & Co’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
-1,260
Closed -$71K – 1388
2024
Q4 		$71K Buy
+1,260
New +$70.7K ﹤0.01% 809

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Brown Brothers Harriman & Co's JEPQ Position: Q1 2025 in Review

Brown Brothers Harriman & Co sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2025, closing a stake of 1,260 shares — an estimated $71K sold.

Brown Brothers Harriman & Co first reported a position in JEPQ in Q4 2024 and held it in 1 quarter. The position peaked at $71K in Q4 2024. 783 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

  • Brown Brothers Harriman & Co reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 1,260 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2025, an estimated $71K.
  • Brown Brothers Harriman & Co first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $71K in Q4 2024.
  • 783 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2025, filed 14 May 2025.