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

Centricity 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 		$4.9K Hold
90
– – ﹤0.01% 377
2025
Q1 		$4.66K Hold
90
– – ﹤0.01% 384
2024
Q4 		$5.07K Buy
+90
New +$5.05K ﹤0.01% 384

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Centricity Wealth Management's JEPQ Position: Q2 2025 in Review

Centricity Wealth Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2025 at 90 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Centricity Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.07K in Q4 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Centricity Wealth Management held 90 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.9K as of Q2 2025.
  • Centricity Wealth Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2025.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #377 holding.
  • Centricity Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.07K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.