Marcum Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Marcum Wealth’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 Q1	$365K	Buy	7,051 +699	+11%	+$38.9K	0.03%	247
2024 Q4	$358K	Buy	6,352 +363	+6%	+$20.4K	0.03%	249
2024 Q3	$329K	Sell	5,989 -16	-0.3%	-$858	0.03%	267
2024 Q2	$333K	Sell	6,005 -767	-11%	-$41.2K	0.03%	252
2024 Q1	$367K	Sell	6,772 -69	-1%	-$3.6K	0.04%	234
2023 Q4	$342K	Sell	6,841 -180	-3%	-$8.69K	0.04%	231
2023 Q3	$329K	Buy	7,021 +619	+10%	+$29.8K	0.04%	227
2023 Q2	$310K	Buy	6,402 +1,393	+28%	+$64.4K	0.04%	240
2023 Q1	$226K	Sell	5,009 -458	-8%	-$19.6K	0.03%	299
2022 Q4	$223K	Sell	5,467 -1,644	-23%	-$69.9K	0.03%	290
2022 Q3	$296K	Buy	+7,111	New	+$333K	0.04%	240

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Marcum Wealth's JEPQ Position: Q1 2025 in Review

Marcum Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q1 2025, buying an estimated $38.9K and bringing the position to 7,051 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #247.

Marcum Wealth first reported a position in JEPQ in Q3 2022 and has held it in 11 quarters since. The position peaked at $367K in Q1 2024. 783 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

Marcum Wealth held 7,051 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $365K as of Q1 2025.
Marcum Wealth bought 699 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2025, an estimated $38.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #247 holding.
Marcum Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 11 quarters since.
Marcum Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $367K in Q1 2024.
783 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.