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Capital A Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Capital A Wealth Management’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
-676
Closed -$35K – 653
2025
Q1 		$35K Buy
676
+153
+29% +$8.52K 0.04% 178
2024
Q4 		$29.5K Buy
+523
New +$29.4K 0.05% 197

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 $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital A Wealth Management's JEPQ Position: Q2 2025 in Review

Capital A Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 676 shares — an estimated $35K sold.

Capital A Wealth Management first reported a position in JEPQ in Q4 2024 and held it in 2 quarters. The position peaked at $35K in Q1 2025. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Capital A Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 676 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $35K.
  • Capital A Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $35K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.