FSC Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

FSC Wealth Advisors’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	-5,613	Closed	-$323K	–	53
2025 Q3	$323K	Buy	5,613 +743	+15%	+$41.2K	0.19%	59
2025 Q2	$265K	Sell	4,870 -95	-2%	-$4.9K	0.17%	60
2025 Q1	$257K	Sell	4,965 -414	-8%	-$23.1K	0.17%	58
2024 Q4	$303K	Buy	5,379 +310	+6%	+$17.4K	0.2%	60
2024 Q3	$278K	Buy	5,069 +259	+5%	+$13.9K	0.2%	59
2024 Q2	$267K	Buy	4,810 +134	+3%	+$7.2K	0.2%	52
2024 Q1	$254K	Buy	4,676 +1,784	+62%	+$93.2K	0.18%	50
2023 Q4	$144K	Buy	2,892 +1,033	+56%	+$49.9K	0.11%	59
2023 Q3	$87.2K	Buy	1,859 +118	+7%	+$5.68K	0.09%	49
2023 Q2	$84.2K	Buy	1,741 +452	+35%	+$20.9K	0.08%	51
2023 Q1	$58.1K	Buy	+1,289	New	+$55.2K	0.09%	52

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FSC Wealth Advisors's JEPQ Position: Q4 2025 in Review

FSC Wealth Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 5,613 shares — an estimated $323K sold.

FSC Wealth Advisors first reported a position in JEPQ in Q1 2023 and held it in 11 quarters. The position peaked at $323K in Q3 2025. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

FSC Wealth Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 5,613 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $323K.
FSC Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and held it in 11 quarters.
FSC Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $323K in Q3 2025.
938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.