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Financial Management Professionals’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Financial Management Professionals’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 		– Sell
-87
Closed -$4.73K – 1005
2025
Q2 		$4.73K Buy
87
+15
+21% +$773 ﹤0.01% 633
2025
Q1 		$3.73K Hold
72
– – ﹤0.01% 672
2024
Q4 		$4.06K Buy
72
+8
+13% +$449 ﹤0.01% 643
2024
Q3 		$4K Buy
64
+17
+36% +$912 ﹤0.01% 654
2024
Q2 		$3K Buy
47
+8
+21% +$430 ﹤0.01% 653
2024
Q1 		$2K Sell
39
-406
-91% -$21.2K ﹤0.01% 750
2023
Q4 		$22K Buy
445
+11
+3% +$531 ﹤0.01% 376
2023
Q3 		$20K Buy
434
+414
+2,070% +$19.9K ﹤0.01% 370
2023
Q2 		$1K Hold
20
– – ﹤0.01% 834
2023
Q1 		$1K Hold
20
– – ﹤0.01% 898
2022
Q4 		$1K Hold
20
– – ﹤0.01% 830
2022
Q3 		$1K Buy
+20
New +$936 ﹤0.01% 829

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return