Laird Norton Wetherby Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Laird Norton Wetherby 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 Q3	$203K	Buy	+3,531	New	+$196K	0.01%	887
2024 Q4	$217K	Buy	3,841 +32	+0.8%	+$1.8K	0.01%	815
2024 Q3	$209K	Buy	3,809 +72	+2%	+$3.86K	0.01%	855
2024 Q2	$207K	Sell	3,737 -571	-13%	-$30.7K	0.01%	843
2024 Q1	$234K	Sell	4,308 -116	-3%	-$6.06K	0.01%	827
2023 Q4	$221K	Buy	+4,424	New	+$214K	0.01%	829

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Laird Norton Wetherby Wealth Management's JEPQ Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025: 3,531 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in JEPQ as recently as Q4 2024.

Laird Norton Wetherby Wealth Management first reported a position in JEPQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $234K in Q1 2024. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

Laird Norton Wetherby Wealth Management held 3,531 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $203K as of Q3 2025.
JPMorgan Nasdaq Equity Premium Income ETF was a new Laird Norton Wetherby Wealth Management position in Q3 2025.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #887 holding.
Laird Norton Wetherby Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 6 quarters since.
Laird Norton Wetherby Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $234K in Q1 2024.
850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.