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

Robertson Stephens 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 Q4	–	Sell	-49,650	Closed	-$2.86M	–	663
2025 Q3	$2.86M	Sell	49,650 -1,000	-2%	-$55.5K	0.09%	146
2025 Q2	$2.76M	Sell	50,650 -10,287	-17%	-$530K	0.09%	152
2025 Q1	$3.16M	Sell	60,937 -330,990	-84%	-$18.4M	0.11%	153
2024 Q4	$22.3M	Buy	391,927 +17,996	+5%	+$1.01M	0.79%	25
2024 Q3	$20.5M	Buy	373,931 +51,629	+16%	+$2.77M	0.74%	29
2024 Q2	$17.9M	Buy	322,302 +38,422	+14%	+$2.06M	0.9%	24
2024 Q1	$15.4M	Buy	283,880 +104,773	+58%	+$5.47M	0.82%	25
2023 Q4	$9.01M	Buy	+179,107	New	+$8.64M	0.55%	34

Other funds holding JEPQ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Robertson Stephens Wealth Management's JEPQ Position: Q4 2025 in Review

Robertson Stephens Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 49,650 shares — an estimated $2.86M sold.

Robertson Stephens Wealth Management first reported a position in JEPQ in Q4 2023 and held it in 8 quarters. The position peaked at $22.3M in Q4 2024. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Robertson Stephens Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 49,650 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $2.86M.
Robertson Stephens Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and held it in 8 quarters.
Robertson Stephens Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $22.3M in Q4 2024.
938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.