Semmax Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Semmax Financial 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 Q2	$2.89K	Buy	52 +1	+2%	+$52	﹤0.01%	330
2025 Q1	$2.62K	Buy	51 +2	+4%	+$111	﹤0.01%	310
2024 Q4	$2.86K	Buy	49 +1	+2%	+$56	﹤0.01%	279
2024 Q3	$2.72K	Buy	48 +1	+2%	+$54	﹤0.01%	280
2024 Q2	$2.44K	Buy	47 +21	+81%	+$1.13K	﹤0.01%	318
2024 Q1	$1.38K	Buy	26 +1	+4%	+$52	﹤0.01%	328
2023 Q4	$1.31K	Buy	+25	New	+$1.21K	﹤0.01%	334

Other funds holding JEPQ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Semmax Financial Advisors's JEPQ Position: Q2 2025 in Review

Semmax Financial Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2% in Q2 2025, buying an estimated $52 and bringing the position to 52 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Semmax Financial Advisors first reported a position in JEPQ in Q4 2023 and has held it in 7 quarters since. 806 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Semmax Financial Advisors held 52 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.89K as of Q2 2025.
Semmax Financial Advisors bought 1 JPMorgan Nasdaq Equity Premium Income ETF share in Q2 2025, an estimated $52.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #330 holding.
Semmax Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 7 quarters since.
806 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.