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Consolidated Portfolio Review Corp’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Consolidated Portfolio Review Corp’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 		– Sell
-5,222
Closed -$302K – 230
2025
Q3 		$302K Sell
5,222
-85
-2% -$4.72K 0.04% 368
2025
Q2 		$289K Buy
5,307
+1,270
+31% +$65.5K 0.04% 363
2025
Q1 		$209K Buy
+4,037
New +$225K 0.03% 358

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 $1.66T 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Consolidated Portfolio Review Corp's JEPQ Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 5,222 shares — an estimated $302K sold.

Consolidated Portfolio Review Corp first reported a position in JEPQ in Q1 2025 and held it in 3 quarters. The position peaked at $302K in Q3 2025. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 5,222 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $302K.
  • Consolidated Portfolio Review Corp first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and held it in 3 quarters.
  • Consolidated Portfolio Review Corp's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $302K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.