CWM
JEPQ icon

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

Congress 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 		$1.87M Buy
34,441
+2,902
+9% +$150K 0.02% 566
2025
Q1 		$1.66M Buy
+31,539
New +$1.76M 0.02% 529

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
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

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

Congress Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.2% in Q2 2025, buying an estimated $150K and bringing the position to 34,441 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #566.

Congress Wealth Management first reported a position in JEPQ in Q1 2025 and has held it in 2 quarters since. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Congress Wealth Management held 34,441 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.87M as of Q2 2025.
  • Congress Wealth Management bought 2,902 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $150K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #566 holding.
  • Congress Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.