Edge Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Edge Financial Advisors’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	$328K	Buy	+5,641	New	+$328K	0.14%	109

Other funds holding JEPQ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Edge Financial Advisors's JEPQ Position: Q4 2025 in Review

Edge Financial Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025: 5,641 shares worth $328K. The stake represents 0.14% of the portfolio and ranks #109 among its holdings.

937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Edge Financial Advisors held 5,641 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $328K as of Q4 2025.
JPMorgan Nasdaq Equity Premium Income ETF was a new Edge Financial Advisors position in Q4 2025.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.14% of Edge Financial Advisors's portfolio in Q4 2025, its #109 holding.
937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.