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Indie Asset Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Indie Asset Partners’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
-9,813
Closed -$508K – 88
2025
Q1 		$508K Buy
9,813
+130
+1% +$7.24K 0.44% 38
2024
Q4 		$546K Buy
9,683
+247
+3% +$13.9K 0.43% 38
2024
Q3 		$518K Buy
9,436
+294
+3% +$15.8K 0.39% 44
2024
Q2 		$507K Buy
+9,142
New +$491K 0.4% 39

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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

Indie Asset Partners's JEPQ Position: Q2 2025 in Review

Indie Asset Partners sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 9,813 shares — an estimated $508K sold.

Indie Asset Partners first reported a position in JEPQ in Q2 2024 and held it in 4 quarters. The position peaked at $546K in Q4 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Indie Asset Partners reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Indie Asset Partners sold 9,813 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $508K.
  • Indie Asset Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 4 quarters.
  • Indie Asset Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $546K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.