Guided Capital Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Guided Capital Wealth Management’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	-37,680	Closed	-$2.17M	–	41
2025 Q3	$2.17M	Sell	37,680 -75,527	-67%	-$4.19M	1.86%	18
2025 Q2	$6.16M	Sell	113,207 -727	-0.6%	-$37.5K	4.74%	11
2025 Q1	$5.9M	Buy	113,934 +8,836	+8%	+$492K	4.93%	10
2024 Q4	$5.93M	Buy	+105,098	New	+$5.9M	5.43%	8

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

Guided Capital Wealth Management's JEPQ Position: Q4 2025 in Review

Guided Capital Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 37,680 shares — an estimated $2.17M sold.

Guided Capital Wealth Management first reported a position in JEPQ in Q4 2024 and held it in 4 quarters. The position peaked at $6.16M in Q2 2025. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Guided Capital Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Guided Capital Wealth Management sold 37,680 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $2.17M.
Guided Capital Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 4 quarters.
Guided Capital Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.16M in Q2 2025.
938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Guided Capital Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.