Second Half Financial Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Second Half Financial Partners’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 Q2	–	Sell	-302,891	Closed	-$15.7M	–	94
2025 Q1	$15.7M	Sell	302,891 -36,295	-11%	-$2.02M	7.78%	5
2024 Q4	$19.1M	Buy	339,186 +135,226	+66%	+$7.59M	9.34%	3
2024 Q3	$11.2M	Sell	203,960 -8,101	-4%	-$434K	5.94%	2
2024 Q2	$11.8M	Sell	212,061 -6,122	-3%	-$329K	9.42%	2
2024 Q1	$11.8M	Sell	218,183 -3,252	-1%	-$170K	5.26%	3
2023 Q4	$11.1M	Sell	221,435 -736	-0.3%	-$35.5K	5.45%	4
2023 Q3	$10.4M	Buy	222,171 +10,840	+5%	+$522K	5.19%	3
2023 Q2	$10.2M	Sell	211,331 -1,139	-0.5%	-$52.7K	2.33%	6
2023 Q1	$9.58M	Sell	212,470 -3,036	-1%	-$130K	5.68%	4
2022 Q4	$9.34M	Buy	+215,506	New	+$9.16M	6.09%	3

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

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

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

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

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

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

Second Half Financial Partners's JEPQ Position: Q2 2025 in Review

Second Half Financial Partners sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 302,891 shares — an estimated $15.7M sold.

Second Half Financial Partners first reported a position in JEPQ in Q4 2022 and held it in 10 quarters. The position peaked at $19.1M in Q4 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Second Half Financial Partners reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Second Half Financial Partners sold 302,891 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $15.7M.
Second Half Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and held it in 10 quarters.
Second Half Financial Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $19.1M in Q4 2024.
804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Second Half Financial Partners's 13F filing for Q2 2025, filed 25 Jul 2025.