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Kestra Investment Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Kestra Investment 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
-592
Closed -$33.4K – 1201
2024
Q4 		$33.4K Buy
+592
New +$33.2K ﹤0.01% 621

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Investment Management's JEPQ Position: Q1 2025 in Review

Kestra Investment Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2025, closing a stake of 592 shares — an estimated $33.4K sold.

Kestra Investment Management first reported a position in JEPQ in Q4 2024 and held it in 1 quarter. The position peaked at $33.4K in Q4 2024. 783 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

  • Kestra Investment Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 592 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2025, an estimated $33.4K.
  • Kestra Investment Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $33.4K in Q4 2024.
  • 783 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.