Main Street Financial Solutions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Main Street Financial Solutions’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	$210K	Sell	3,607 -1,291	-26%	-$75K	0.02%	512
2025 Q3	$282K	Buy	4,898 +290	+6%	+$16.1K	0.02%	507
2025 Q2	$251K	Buy	4,608 +39	+0.9%	+$2.01K	0.02%	488
2025 Q1	$237K	Sell	4,569 -5,187	-53%	-$289K	0.02%	452
2024 Q4	$550K	Buy	9,756 +848	+10%	+$47.6K	0.05%	272
2024 Q3	$489K	Buy	8,908 +761	+9%	+$40.8K	0.04%	315
2024 Q2	$452K	Buy	8,147 +224	+3%	+$12K	0.04%	336
2024 Q1	$430K	Sell	7,923 -1,136	-13%	-$59.3K	0.05%	339
2023 Q4	$452K	Buy	9,059 +780	+9%	+$37.6K	0.06%	277
2023 Q3	$389K	Buy	+8,279	New	+$399K	0.06%	295

Other funds holding JEPQ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Main Street Financial Solutions's JEPQ Position: Q4 2025 in Review

Main Street Financial Solutions reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 26% in Q4 2025, selling an estimated $75K and leaving 3,607 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #512.

Main Street Financial Solutions first reported a position in JEPQ in Q3 2023 and has held it in 10 quarters since. The position peaked at $550K in Q4 2024. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Main Street Financial Solutions held 3,607 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $210K as of Q4 2025.
Main Street Financial Solutions sold 1,291 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $75K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Main Street Financial Solutions's portfolio in Q4 2025, its #512 holding.
Main Street Financial Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 10 quarters since.
Main Street Financial Solutions's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $550K in Q4 2024.
937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.