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Lokken Investment Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Lokken Investment Group’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 		$554K Buy
9,639
+5,077
+111% +$282K 0.19% 87
2025
Q2 		$248K Sell
4,562
-540
-11% -$27.8K 0.1% 115
2025
Q1 		$264K Buy
5,102
+904
+22% +$50.4K 0.11% 108
2024
Q4 		$237K Buy
+4,198
New +$236K 0.1% 119

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

Lokken Investment Group's JEPQ Position: Q3 2025 in Review

Lokken Investment Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 111% in Q3 2025, buying an estimated $282K and bringing the position to 9,639 shares worth $554K. The position accounts for 0.19% of the portfolio, ranked #87.

Lokken Investment Group first reported a position in JEPQ in Q4 2024 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • Lokken Investment Group held 9,639 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $554K as of Q3 2025.
  • Lokken Investment Group bought 5,077 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $282K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of Lokken Investment Group's portfolio in Q3 2025, its #87 holding.
  • Lokken Investment Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.