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Elwood & Goetz Wealth Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Elwood & Goetz Wealth Advisory 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
-4,426
Closed -$255K – 142
2025
Q3 		$255K Sell
4,426
-1,409
-24% -$78.2K 0.05% 112
2025
Q2 		$317K Sell
5,835
-1,025
-15% -$52.8K 0.07% 87
2025
Q1 		$355K Buy
+6,860
New +$382K 0.09% 66

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's JEPQ Position: Q4 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 4,426 shares — an estimated $255K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in JEPQ in Q1 2025 and held it in 3 quarters. The position peaked at $355K in Q1 2025. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 4,426 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $255K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and held it in 3 quarters.
  • Elwood & Goetz Wealth Advisory Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $355K in Q1 2025.
  • 938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.