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Financially Speaking’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Financially Speaking’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
-74
Closed -$4.26K – 172
2025
Q3 		$4.26K Hold
74
– – ﹤0.01% 127
2025
Q2 		$4.03K Sell
74
-1,053
-93% -$54.3K ﹤0.01% 118
2025
Q1 		$58.4K Sell
1,127
-404,837
-100% -$22.6M 0.04% 23
2024
Q4 		$22.9M Buy
+405,964
New +$22.8M 15.55% 1

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

Financially Speaking's JEPQ Position: Q4 2025 in Review

Financially Speaking sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 74 shares — an estimated $4.26K sold.

Financially Speaking first reported a position in JEPQ in Q4 2024 and held it in 4 quarters. The position peaked at $22.9M in Q4 2024. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

  • Financially Speaking reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Financially Speaking sold 74 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $4.26K.
  • Financially Speaking first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 4 quarters.
  • Financially Speaking's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $22.9M in Q4 2024.
  • 937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Financially Speaking's 13F filing for Q4 2025, filed 10 Feb 2026.