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 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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Management Professionals's JEPQ Position: Q3 2025 in Review

Financial Management Professionals sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025, closing a stake of 87 shares — an estimated $4.73K sold.

Financial Management Professionals first reported a position in JEPQ in Q3 2022 and held it in 12 quarters. The position peaked at $22K in Q4 2023. 852 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

Financial Management Professionals reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 87 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $4.73K.
Financial Management Professionals first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and held it in 12 quarters.
Financial Management Professionals's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $22K in Q4 2023.
852 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.