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Oarsman Capital’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Oarsman Capital’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 		– Sell
-713
Closed -$40.2K – 553
2024
Q4 		$40.2K Sell
713
-37
-5% -$2.08K 0.01% 481
2024
Q3 		$41.2K Buy
+750
New +$40.2K 0.01% 482

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oarsman Capital's JEPQ Position: Q1 2025 in Review

Oarsman Capital sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2025, closing a stake of 713 shares — an estimated $40.2K sold.

Oarsman Capital first reported a position in JEPQ in Q3 2024 and held it in 2 quarters. The position peaked at $41.2K in Q3 2024. 786 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

  • Oarsman Capital reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 713 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2025, an estimated $40.2K.
  • Oarsman Capital first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $41.2K in Q3 2024.
  • 786 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.