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

Heck Capital 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
Q2 		– Sell
-2,035
Closed -$105K – 224
2025
Q1 		$105K Hold
2,035
– – 0.01% 163
2024
Q4 		$115K Buy
+2,035
New +$114K 0.01% 153

Other funds holding JEPQ

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heck Capital Advisors's JEPQ Position: Q2 2025 in Review

Heck Capital Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 2,035 shares — an estimated $105K sold.

Heck Capital Advisors first reported a position in JEPQ in Q4 2024 and held it in 2 quarters. The position peaked at $115K in Q4 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Heck Capital Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 2,035 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $105K.
  • Heck Capital Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $115K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.