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Hopwood Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Hopwood Financial Services’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
-800
Closed -$46K – 184
2025
Q3 		$46K Hold
800
– – 0.03% 160
2025
Q2 		$43.5K Buy
+800
New +$41.2K 0.03% 161

Other funds holding JEPQ

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hopwood Financial Services's JEPQ Position: Q4 2025 in Review

Hopwood Financial Services sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 800 shares — an estimated $46K sold.

Hopwood Financial Services first reported a position in JEPQ in Q2 2025 and held it in 2 quarters. The position peaked at $46K in Q3 2025. 941 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

  • Hopwood Financial Services reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 800 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $46K.
  • Hopwood Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and held it in 2 quarters.
  • Hopwood Financial Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $46K in Q3 2025.
  • 941 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.