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

Guerra 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 Q3	$39.6K	Buy	+689	New	+$38.2K	0.01%	166

Other funds holding JEPQ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guerra Advisors's JEPQ Position: Q3 2025 in Review

Guerra Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025: 689 shares worth $39.6K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings.

850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

Guerra Advisors held 689 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $39.6K as of Q3 2025.
JPMorgan Nasdaq Equity Premium Income ETF was a new Guerra Advisors position in Q3 2025.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #166 holding.
850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.