LMKC
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L.M. Kohn & Company’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

L.M. Kohn & Company’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
Q3 		$215K Sell
3,740
-231
-6% -$12.8K 0.26% 108
2025
Q2 		$216K Buy
+3,971
New +$205K 0.06% 259

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

L.M. Kohn & Company's JEPQ Position: Q3 2025 in Review

L.M. Kohn & Company reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.8% in Q3 2025, selling an estimated $12.8K and leaving 3,740 shares worth $215K. The position accounts for 0.26% of the portfolio, ranked #108.

L.M. Kohn & Company first reported a position in JEPQ in Q2 2025 and has held it in 2 quarters since. The position peaked at $216K in Q2 2025. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • L.M. Kohn & Company held 3,740 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $215K as of Q3 2025.
  • L.M. Kohn & Company sold 231 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $12.8K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.26% of L.M. Kohn & Company's portfolio in Q3 2025, its #108 holding.
  • L.M. Kohn & Company first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 2 quarters since.
  • L.M. Kohn & Company's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $216K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.