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

Runnymede Capital 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
Q3 		– Sell
-4,722
Closed -$257K – 73
2025
Q2 		$257K Sell
4,722
-13,058
-73% -$673K 0.24% 59
2025
Q1 		$921K Sell
17,780
-240
-1% -$13.4K 0.88% 25
2024
Q4 		$1.02M Buy
+18,020
New +$1.01M 0.89% 21

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Runnymede Capital Advisors's JEPQ Position: Q3 2025 in Review

Runnymede Capital Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025, closing a stake of 4,722 shares — an estimated $257K sold.

Runnymede Capital Advisors first reported a position in JEPQ in Q4 2024 and held it in 3 quarters. The position peaked at $1.02M in Q4 2024. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • Runnymede Capital Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • Runnymede Capital Advisors sold 4,722 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $257K.
  • Runnymede Capital Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 3 quarters.
  • Runnymede Capital Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.02M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Runnymede Capital Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.