Iron Horse Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Iron Horse Wealth Management’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	$43.5K	Sell	800 -101	-11%	-$5.21K	0.01%	149
2025 Q1	$46.7K	Sell	901 -39	-4%	-$2.17K	0.02%	131
2024 Q4	$53K	Buy	940 +200	+27%	+$11.2K	0.02%	110
2024 Q3	$40.6K	Hold	740	–	–	0.01%	127
2024 Q2	$41.1K	Hold	740	–	–	0.02%	116
2024 Q1	$40.1K	Hold	740	–	–	0.02%	99
2023 Q4	$36.9K	Buy	740 +240	+48%	+$11.6K	0.02%	90
2023 Q3	$23.5K	Buy	500 +450	+900%	+$21.7K	0.01%	103
2023 Q2	$2.42K	Hold	50	–	–	﹤0.01%	212
2023 Q1	$2.25K	Buy	+50	New	+$2.14K	﹤0.01%	239

Other funds holding JEPQ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Iron Horse Wealth Management's JEPQ Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q2 2025, selling an estimated $5.21K and leaving 800 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #149.

Iron Horse Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 10 quarters since. The position peaked at $53K in Q4 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Iron Horse Wealth Management held 800 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $43.5K as of Q2 2025.
Iron Horse Wealth Management sold 101 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $5.21K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #149 holding.
Iron Horse Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 10 quarters since.
Iron Horse Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $53K in Q4 2024.
804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.