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Cornerstone Planning Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cornerstone Planning 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 		– Sell
-778
Closed -$45.9K – 1778
2025
Q3 		$45.9K Hold
778
– – 0.01% 365
2025
Q2 		$42.3K Buy
+778
New +$40.1K 0.01% 270

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 $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

Cornerstone Planning Group's JEPQ Position: Q4 2025 in Review

Cornerstone Planning Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 778 shares — an estimated $45.9K sold.

Cornerstone Planning Group first reported a position in JEPQ in Q2 2025 and held it in 2 quarters. The position peaked at $45.9K in Q3 2025. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

  • Cornerstone Planning Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 778 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $45.9K.
  • Cornerstone Planning Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $45.9K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.