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Claris Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Claris Financial’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
Q3 		– Sell
-16,118
Closed -$877K – 168
2025
Q2 		$877K Buy
+16,118
New +$831K 0.66% 43

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Claris Financial's JEPQ Position: Q3 2025 in Review

Claris Financial sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025, closing a stake of 16,118 shares — an estimated $877K sold.

Claris Financial first reported a position in JEPQ in Q2 2025 and held it in 1 quarter. The position peaked at $877K in Q2 2025. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • Claris Financial reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • Claris Financial sold 16,118 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $877K.
  • Claris Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and held it in 1 quarter.
  • Claris Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $877K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Claris Financial's 13F filing for Q3 2025, filed 7 Apr 2026.