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Logan Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Logan Capital 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
Q4 		– Sell
-467
Closed -$26.9K – 389
2025
Q3 		$26.9K Buy
+467
New +$25.9K ﹤0.01% 328

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Logan Capital Management's JEPQ Position: Q4 2025 in Review

Logan Capital Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 467 shares — an estimated $26.9K sold.

Logan Capital Management first reported a position in JEPQ in Q3 2025 and held it in 1 quarter. The position peaked at $26.9K in Q3 2025. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

  • Logan Capital Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 467 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $26.9K.
  • Logan Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and held it in 1 quarter.
  • Logan Capital Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $26.9K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.