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Country Club Bank’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Country Club Bank’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 		$958K Buy
16,685
+3,363
+25% +$187K 0.06% 215
2025
Q2 		$723K Buy
13,322
+4,857
+57% +$250K 0.05% 233
2025
Q1 		$439K Sell
8,465
-2,560
-23% -$143K 0.03% 264
2024
Q4 		$631K Buy
11,025
+2,334
+27% +$131K 0.04% 238
2024
Q3 		$476K Sell
8,691
-440
-5% -$23.6K 0.03% 257
2024
Q2 		$507K Buy
9,131
+3,501
+62% +$188K 0.04% 247
2024
Q1 		$305K Buy
+5,630
New +$294K 0.02% 274

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Country Club Bank's JEPQ Position: Q3 2025 in Review

Country Club Bank increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 25% in Q3 2025, buying an estimated $187K and bringing the position to 16,685 shares worth $958K. The position accounts for 0.06% of the portfolio, ranked #215.

Country Club Bank first reported a position in JEPQ in Q1 2024 and has held it in 7 quarters since. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • Country Club Bank held 16,685 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $958K as of Q3 2025.
  • Country Club Bank bought 3,363 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $187K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Country Club Bank's portfolio in Q3 2025, its #215 holding.
  • Country Club Bank first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 7 quarters since.
  • 850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.