IAM Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

IAM Advisory’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	-6,451	Closed	-$334K	–	102
2025 Q1	$334K	Buy	6,451 +386	+6%	+$21.5K	0.09%	80
2024 Q4	$342K	Buy	6,065 +168	+3%	+$9.43K	0.09%	78
2024 Q3	$324K	Buy	5,897 +154	+3%	+$8.26K	0.08%	80
2024 Q2	$319K	Sell	5,743 -600	-9%	-$32.2K	0.09%	78
2024 Q1	$344K	Buy	6,343 +136	+2%	+$7.1K	0.09%	76
2023 Q4	$310K	Buy	6,207 +196	+3%	+$9.46K	0.1%	72
2023 Q3	$282K	Buy	+6,011	New	+$290K	0.1%	79

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IAM Advisory's JEPQ Position: Q2 2025 in Review

IAM Advisory sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 6,451 shares — an estimated $334K sold.

IAM Advisory first reported a position in JEPQ in Q3 2023 and held it in 7 quarters. The position peaked at $344K in Q1 2024. 806 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

IAM Advisory reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
IAM Advisory sold 6,451 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $334K.
IAM Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and held it in 7 quarters.
IAM Advisory's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $344K in Q1 2024.
806 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on IAM Advisory's 13F filing for Q2 2025, filed 8 Jul 2025.