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Selective Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Selective Wealth Management’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
-11,572
Closed -$573K – 106
2025
Q1 		$573K Buy
+11,572
New +$645K 0.25% 50

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Selective Wealth Management's JEPQ Position: Q2 2025 in Review

Selective Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 11,572 shares — an estimated $573K sold.

Selective Wealth Management first reported a position in JEPQ in Q1 2025 and held it in 1 quarter. The position peaked at $573K in Q1 2025. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Selective Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Selective Wealth Management sold 11,572 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $573K.
  • Selective Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and held it in 1 quarter.
  • Selective Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $573K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Selective Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.