Samalin Investment Counsel’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Samalin Investment Counsel’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	-5,131	Closed	-$295K	–	330
2025 Q3	$295K	Sell	5,131 -2,841	-36%	-$158K	0.1%	247
2025 Q2	$434K	Buy	7,972 +2,324	+41%	+$120K	0.17%	192
2025 Q1	$292K	Buy	5,648 +352	+7%	+$19.6K	0.12%	248
2024 Q4	$299K	Sell	5,296 -35	-0.7%	-$1.97K	0.13%	224
2024 Q3	$293K	Buy	5,331 +1,138	+27%	+$61K	0.13%	227
2024 Q2	$233K	Sell	4,193 -60	-1%	-$3.23K	0.11%	249
2024 Q1	$231K	Buy	4,253 +19	+0.4%	+$992	0.11%	248
2023 Q4	$211K	Sell	4,234 -878	-17%	-$42.4K	0.11%	249
2023 Q3	$240K	Buy	5,112 +70	+1%	+$3.37K	0.14%	211
2023 Q2	$244K	Buy	+5,042	New	+$233K	0.13%	216

Other funds holding JEPQ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Samalin Investment Counsel's JEPQ Position: Q4 2025 in Review

Samalin Investment Counsel sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 5,131 shares — an estimated $295K sold.

Samalin Investment Counsel first reported a position in JEPQ in Q2 2023 and held it in 10 quarters. The position peaked at $434K in Q2 2025. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Samalin Investment Counsel reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Samalin Investment Counsel sold 5,131 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $295K.
Samalin Investment Counsel first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and held it in 10 quarters.
Samalin Investment Counsel's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $434K in Q2 2025.
937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Samalin Investment Counsel's 13F filing for Q4 2025, filed 30 Jan 2026.