HM Payson & Co’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

HM Payson & Co’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	-2,200	Closed	-$127K	–	1176
2025 Q3	$127K	Buy	+2,200	New	+$122K	﹤0.01%	518
2025 Q1	–	Sell	-500	Closed	-$28.2K	–	1061
2024 Q4	$28.2K	Hold	500	–	–	﹤0.01%	725
2024 Q3	$27.5K	Sell	500 -30	-6%	-$1.61K	﹤0.01%	722
2024 Q2	$29.4K	Buy	+530	New	+$28.5K	﹤0.01%	690

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

HM Payson & Co's JEPQ Position: Q4 2025 in Review

HM Payson & Co sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 2,200 shares — an estimated $127K sold.

HM Payson & Co first reported a position in JEPQ in Q2 2024 and held it in 4 quarters. The position peaked at $127K in Q3 2025. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

HM Payson & Co reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 2,200 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $127K.
HM Payson & Co first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 4 quarters.
HM Payson & Co's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $127K in Q3 2025.
938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.