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Johnson Financial Group Inc (Wisconsin)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-1,000
Closed -$57.5K – 905
2024
Q4 		$57.5K Buy
+1,000
New +$56.1K ﹤0.01% 469
2024
Q3 		– Sell
-137
Closed -$7.6K – 981
2024
Q2 		$7.6K Buy
+137
New +$7.36K ﹤0.01% 596

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Johnson Financial Group Inc (Wisconsin)'s JEPQ Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2025, closing a stake of 1,000 shares — an estimated $57.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in JEPQ in Q2 2024 and held it in 2 quarters. The position peaked at $57.5K in Q4 2024. 783 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,000 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2025, an estimated $57.5K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $57.5K in Q4 2024.
  • 783 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.