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Financial Gravity Companies’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Financial Gravity Companies’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 		$133K Buy
+2,437
New +$126K 0.03% 195
2024
Q4 		$124K Buy
+2,197
New +$123K 0.03% 179

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 $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Gravity Companies's JEPQ Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025: 2,437 shares worth $133K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JEPQ as recently as Q4 2024.

Financial Gravity Companies first reported a position in JEPQ in Q4 2024 and has held it in 2 quarters since. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Financial Gravity Companies held 2,437 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $133K as of Q2 2025.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Financial Gravity Companies position in Q2 2025.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #195 holding.
  • Financial Gravity Companies first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.