Creekmur Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Creekmur Asset 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 Q3	$10.1K	Buy	175 +4	+2%	+$222	﹤0.01%	514
2025 Q2	$9.32K	Sell	171 -554	-76%	-$28.6K	﹤0.01%	525
2025 Q1	$37.5K	Buy	725 +16	+2%	+$891	0.01%	341
2024 Q4	$40K	Buy	709 +16	+2%	+$898	0.01%	265
2024 Q3	$38.1K	Sell	693 -381	-35%	-$20.4K	0.01%	272
2024 Q2	$59.6K	Sell	1,074 -720	-40%	-$38.7K	0.02%	236
2024 Q1	$97.3K	Sell	1,794 -3,898	-68%	-$204K	0.03%	177
2023 Q4	$284K	Buy	+5,692	New	+$275K	0.09%	109

Other funds holding JEPQ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creekmur Asset Management's JEPQ Position: Q3 2025 in Review

Creekmur Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.3% in Q3 2025, buying an estimated $222 and bringing the position to 175 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Creekmur Asset Management first reported a position in JEPQ in Q4 2023 and has held it in 8 quarters since. The position peaked at $284K in Q4 2023. 852 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

Creekmur Asset Management held 175 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $10.1K as of Q3 2025.
Creekmur Asset Management bought 4 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $222.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #514 holding.
Creekmur Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $284K in Q4 2023.
852 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.