SSIM
JEPQ icon

Sheets Smith Investment Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sheets Smith Investment 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
Q3 		$11.9M Buy
207,747
+123,976
+148% +$6.88M 7.75% 1
2025
Q2 		$4.56M Buy
+83,771
New +$4.32M 4% 2

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 $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $424B AUM 22.96% 1-Year Est. Return

Sheets Smith Investment Management's JEPQ Position: Q3 2025 in Review

Sheets Smith Investment Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 148% in Q3 2025, buying an estimated $6.88M and bringing the position to 207,747 shares worth $11.9M. The position accounts for 7.75% of the portfolio, ranked #1.

Sheets Smith Investment Management first reported a position in JEPQ in Q2 2025 and has held it in 2 quarters since. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • Sheets Smith Investment Management held 207,747 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $11.9M as of Q3 2025.
  • Sheets Smith Investment Management bought 123,976 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $6.88M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 7.75% of Sheets Smith Investment Management's portfolio in Q3 2025, its #1 holding.
  • Sheets Smith Investment Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.