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

Jupiter 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 Q1	–	Sell	-12,000	Closed	-$677K	–	78
2024 Q4	$677K	Buy	12,000 +7,000	+140%	+$393K	0.34%	55
2024 Q3	$275K	Hold	5,000	–	–	0.14%	75
2024 Q2	$269K	Hold	5,000	–	–	0.14%	76
2024 Q1	$266K	Hold	5,000	–	–	0.14%	77
2023 Q4	$250K	Hold	5,000	–	–	0.15%	76
2023 Q3	$243K	Buy	+5,000	New	+$241K	0.16%	72

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Jupiter Wealth Management's JEPQ Position: Q1 2025 in Review

Jupiter Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2025, closing a stake of 12,000 shares — an estimated $677K sold.

Jupiter Wealth Management first reported a position in JEPQ in Q3 2023 and held it in 6 quarters. The position peaked at $677K in Q4 2024. 785 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

Jupiter Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
Jupiter Wealth Management sold 12,000 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2025, an estimated $677K.
Jupiter Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and held it in 6 quarters.
Jupiter Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $677K in Q4 2024.
785 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on Jupiter Wealth Management's 13F filing for Q1 2025, filed 20 May 2025.