Moloney Securities Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Moloney Securities Asset 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	$7.26M	Buy	126,256 +82,200	+187%	+$4.56M	0.86%	26
2025 Q2	$2.4M	Buy	+44,056	New	+$2.27M	0.3%	72
2024 Q1	–	Sell	-98,375	Closed	-$4.91M	–	485
2023 Q4	$4.91M	Buy	98,375 +11,307	+13%	+$546K	0.78%	23
2023 Q3	$4.09M	Buy	+87,068	New	+$4.19M	0.74%	28

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

Moloney Securities Asset Management's JEPQ Position: Q3 2025 in Review

Moloney Securities Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 187% in Q3 2025, buying an estimated $4.56M and bringing the position to 126,256 shares worth $7.26M. The position accounts for 0.86% of the portfolio, ranked #26.

Moloney Securities Asset Management first reported a position in JEPQ in Q3 2023 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

Moloney Securities Asset Management held 126,256 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $7.26M as of Q3 2025.
Moloney Securities Asset Management bought 82,200 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $4.56M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.86% of Moloney Securities Asset Management's portfolio in Q3 2025, its #26 holding.
Moloney Securities Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 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 Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.