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

Napa 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 Q2	–	Sell	-10,642	Closed	-$551K	–	150
2025 Q1	$551K	Sell	10,642 -2,535	-19%	-$141K	0.31%	85
2024 Q4	$743K	Buy	13,177 +3,791	+40%	+$213K	0.32%	85
2024 Q3	$516K	Buy	+9,386	New	+$503K	0.24%	96
2024 Q1	–	Sell	-24,656	Closed	-$1.23M	–	90
2023 Q4	$1.23M	Buy	+24,656	New	+$1.19M	0.67%	35

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

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

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

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

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

Napa Wealth Management's JEPQ Position: Q2 2025 in Review

Napa Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 10,642 shares — an estimated $551K sold.

Napa Wealth Management first reported a position in JEPQ in Q4 2023 and held it in 4 quarters. The position peaked at $1.23M in Q4 2023. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Napa Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Napa Wealth Management sold 10,642 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $551K.
Napa Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and held it in 4 quarters.
Napa Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.23M in Q4 2023.
804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.