CIBC Private Wealth Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

CIBC Private Wealth Group’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 Q4	$164K	Sell	2,818 -170	-6%	-$9.88K	﹤0.01%	1285
2025 Q3	$172K	Sell	2,988 -127	-4%	-$7.05K	﹤0.01%	1246
2025 Q2	$169K	Buy	3,115 +1,473	+90%	+$75.9K	﹤0.01%	1186
2025 Q1	$75.3K	Sell	1,642 -3,063	-65%	-$171K	﹤0.01%	1467
2024 Q4	$267K	Buy	4,705 +1,589	+51%	+$89.2K	﹤0.01%	1053
2024 Q3	$171K	Buy	3,116 +190	+6%	+$10.2K	﹤0.01%	1265
2024 Q2	$164K	Sell	2,926 -1	-0%	-$54	﹤0.01%	1201
2024 Q1	$158K	Sell	2,927 -3,015	-51%	-$157K	﹤0.01%	1215
2023 Q4	$297K	Buy	+5,942	New	+$287K	﹤0.01%	937

Other funds holding JEPQ

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group's JEPQ Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.7% in Q4 2025, selling an estimated $9.88K and leaving 2,818 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

CIBC Private Wealth Group first reported a position in JEPQ in Q4 2023 and has held it in 9 quarters since. The position peaked at $297K in Q4 2023. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

CIBC Private Wealth Group held 2,818 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $164K as of Q4 2025.
CIBC Private Wealth Group sold 170 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $9.88K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1285 holding.
CIBC Private Wealth Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 9 quarters since.
CIBC Private Wealth Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $297K in Q4 2023.
937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.