Sheaff Brock Investment Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sheaff Brock Investment 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 Q1	$644K	Sell	12,440 -1,466	-11%	-$81.7K	0.06%	227
2024 Q4	$784K	Hold	13,906	–	–	0.07%	197
2024 Q3	$764K	Buy	13,906 +725	+6%	+$38.9K	0.07%	199
2024 Q2	$732K	Buy	13,181 +672	+5%	+$36.1K	0.07%	201
2024 Q1	$678K	Buy	12,509 +2,565	+26%	+$134K	0.04%	245
2023 Q4	$496K	Buy	9,944 +483	+5%	+$23.3K	0.04%	269
2023 Q3	$444K	Buy	9,461 +1,562	+20%	+$75.2K	0.04%	268
2023 Q2	$382K	Buy	+7,899	New	+$365K	0.03%	303

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 $445B AUM 25.58% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Sheaff Brock Investment Advisors's JEPQ Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q1 2025, selling an estimated $81.7K and leaving 12,440 shares worth $644K. The position accounts for 0.06% of the portfolio, ranked #227.

Sheaff Brock Investment Advisors first reported a position in JEPQ in Q2 2023 and has held it in 8 quarters since. The position peaked at $784K in Q4 2024. 783 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

Sheaff Brock Investment Advisors held 12,440 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $644K as of Q1 2025.
Sheaff Brock Investment Advisors sold 1,466 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2025, an estimated $81.7K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #227 holding.
Sheaff Brock Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 8 quarters since.
Sheaff Brock Investment Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $784K in Q4 2024.
783 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.