GPS Wealth Strategies Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

GPS Wealth Strategies Group’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	$14.7K	Sell	254 -1,135	-82%	-$65.9K	0.01%	347
2025 Q3	$79.9K	Buy	1,389 +6	+0.4%	+$333	0.01%	553
2025 Q2	$75.2K	Buy	1,383 +8	+0.6%	+$412	0.01%	539
2025 Q1	$71.2K	Buy	1,375 +6	+0.4%	+$334	0.01%	538
2024 Q4	$77.2K	Buy	1,369 +6	+0.4%	+$337	0.01%	490
2024 Q3	$74.9K	Buy	1,363 +6	+0.4%	+$322	0.01%	505
2024 Q2	$75.3K	Buy	1,357 +1,047	+338%	+$56.3K	0.01%	447
2024 Q1	$16.8K	Buy	310 +104	+50%	+$5.43K	﹤0.01%	757
2023 Q4	$10.3K	Buy	206 +6	+3%	+$290	﹤0.01%	833
2023 Q3	$9.4K	Buy	200 +5	+3%	+$241	﹤0.01%	847
2023 Q2	$9.46K	Buy	+195	New	+$9.01K	﹤0.01%	855

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

GPS Wealth Strategies Group's JEPQ Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 82% in Q4 2025, selling an estimated $65.9K and leaving 254 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #347.

GPS Wealth Strategies Group first reported a position in JEPQ in Q2 2023 and has held it in 11 quarters since. The position peaked at $79.9K in Q3 2025. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

GPS Wealth Strategies Group held 254 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $14.7K as of Q4 2025.
GPS Wealth Strategies Group sold 1,135 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $65.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #347 holding.
GPS Wealth Strategies Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 11 quarters since.
GPS Wealth Strategies Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $79.9K in Q3 2025.
938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.