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Rollins Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Rollins Financial Advisors’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
-4,249
Closed -$244K – 154
2025
Q3 		$244K Buy
+4,249
New +$236K 0.04% 133

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LPL Financial
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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

Rollins Financial Advisors's JEPQ Position: Q4 2025 in Review

Rollins Financial Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 4,249 shares — an estimated $244K sold.

Rollins Financial Advisors first reported a position in JEPQ in Q3 2025 and held it in 1 quarter. The position peaked at $244K in Q3 2025. 941 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

  • Rollins Financial Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Rollins Financial Advisors sold 4,249 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $244K.
  • Rollins Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and held it in 1 quarter.
  • Rollins Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $244K in Q3 2025.
  • 941 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Rollins Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.