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Oliver Lagore Vanvalin Investment Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$35.5K Buy
+685
New +$35.3K 0.01% 290
2024
Q4 		$38.6K Hold
685
– – 0.01% 283
2024
Q3 		$37.6K Hold
685
– – 0.01% 274
2024
Q2 		$38K Buy
685
+80
+13% +$4.3K 0.01% 265
2024
Q1 		$32.8K Buy
605
+215
+55% +$11.2K 0.01% 284
2023
Q4 		$19.5K Buy
+390
New +$18.8K 0.01% 319

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JEPQ Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025: 685 shares worth $35.5K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in JEPQ as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in JEPQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $38.6K in Q4 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 685 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $35.5K as of Q2 2025.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #290 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 6 quarters since.
  • Oliver Lagore Vanvalin Investment Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $38.6K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.