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Carolinas Wealth Consulting’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Carolinas Wealth Consulting’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
-3,595
Closed -$186K – 497
2025
Q1 		$186K Hold
3,595
– – 0.04% 182
2024
Q4 		$204K Hold
3,595
– – 0.04% 182
2024
Q3 		$197K Buy
3,595
+3,498
+3,606% +$188K 0.04% 182
2024
Q2 		$5.38K Hold
97
– – ﹤0.01% 643
2024
Q1 		$5.26K Buy
+97
New +$5.07K ﹤0.01% 641

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

Carolinas Wealth Consulting's JEPQ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 3,595 shares — an estimated $186K sold.

Carolinas Wealth Consulting first reported a position in JEPQ in Q1 2024 and held it in 5 quarters. The position peaked at $204K in Q4 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,595 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $186K.
  • Carolinas Wealth Consulting first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $204K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.