Masso Torrence Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Masso Torrence 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	$207K	Buy	+3,602	New	+$200K	0.09%	101
2025 Q1	–	Sell	-3,905	Closed	-$220K	–	107
2024 Q4	$220K	Sell	3,905 -57,366	-94%	-$3.22M	0.12%	88
2024 Q3	$3.37M	Buy	61,271 +1,521	+3%	+$81.6K	1.82%	17
2024 Q2	$3.32M	Buy	59,750 +4,925	+9%	+$265K	1.84%	17
2024 Q1	$2.97M	Buy	54,825 +5,017	+10%	+$262K	1.76%	17
2023 Q4	$2.49M	Buy	49,808 +14,872	+43%	+$718K	1.7%	18
2023 Q3	$1.64M	Buy	34,936 +444	+1%	+$21.4K	1.26%	25
2023 Q2	$1.67M	Buy	34,492 +16,170	+88%	+$747K	1.2%	27
2023 Q1	$826K	Buy	+18,322	New	+$785K	0.65%	40

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

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

Masso Torrence Wealth Management's JEPQ Position: Q3 2025 in Review

Masso Torrence Wealth Management opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025: 3,602 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #101 among its holdings. This is a return to the name: Masso Torrence Wealth Management previously reported a position in JEPQ as recently as Q4 2024.

Masso Torrence Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.37M in Q3 2024. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

Masso Torrence Wealth Management held 3,602 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $207K as of Q3 2025.
JPMorgan Nasdaq Equity Premium Income ETF was a new Masso Torrence Wealth Management position in Q3 2025.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #101 holding.
Masso Torrence Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 9 quarters since.
Masso Torrence Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.37M in Q3 2024.
850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.