Econ Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Econ Financial Services’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	–	Sell	-28,458	Closed	-$1.47M	–	93
2025 Q1	$1.47M	Buy	28,458 +13,968	+96%	+$778K	0.78%	48
2024 Q4	$817K	Sell	14,490 -1,274	-8%	-$71.5K	0.47%	59
2024 Q3	$866K	Buy	15,764 +2,314	+17%	+$124K	0.48%	51
2024 Q2	$746K	Buy	13,450 +337	+3%	+$18.1K	0.46%	73
2024 Q1	$711K	Buy	+13,113	New	+$685K	0.44%	68

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Econ Financial Services's JEPQ Position: Q2 2025 in Review

Econ Financial Services sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 28,458 shares — an estimated $1.47M sold.

Econ Financial Services first reported a position in JEPQ in Q1 2024 and held it in 5 quarters. The position peaked at $1.47M in Q1 2025. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Econ Financial Services reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Econ Financial Services sold 28,458 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $1.47M.
Econ Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and held it in 5 quarters.
Econ Financial Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.47M in Q1 2025.
804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Econ Financial Services's 13F filing for Q2 2025, filed 4 Aug 2025.