SIM
JEPQ icon

Seaview Investment Managers’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Seaview Investment Managers’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
-12,045
Closed -$655K – 104
2025
Q2 		$655K Buy
12,045
+897
+8% +$46.2K 0.14% 81
2025
Q1 		$577K Buy
11,148
+3,882
+53% +$216K 0.14% 76
2024
Q4 		$410K Buy
+7,266
New +$408K 0.11% 60
2024
Q3 		– Sell
-4,123
Closed -$229K – 95
2024
Q2 		$229K Buy
+4,123
New +$222K 0.07% 79
2023
Q2 		– Sell
-5,036
Closed -$227K – 108
2023
Q1 		$227K Buy
5,036
+23
+0.5% +$985 0.08% 88
2022
Q4 		$205K Buy
+5,013
New +$213K 0.08% 80

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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