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Peak Planning Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Peak Planning 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
Q4 		– Sell
-3,692
Closed -$212K – 124
2025
Q3 		$212K Buy
+3,692
New +$205K 0.11% 90

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Peak Planning Group's JEPQ Position: Q4 2025 in Review

Peak Planning Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 3,692 shares — an estimated $212K sold.

Peak Planning Group first reported a position in JEPQ in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

  • Peak Planning Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Peak Planning Group sold 3,692 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $212K.
  • Peak Planning Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and held it in 1 quarter.
  • Peak Planning Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $212K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Peak Planning Group's 13F filing for Q4 2025, filed 13 Feb 2026.