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Siligmueller & Norvid Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		$427K Buy
+7,430
New +$412K 0.19% 93

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
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 $374B AUM 17.66% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's JEPQ Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025: 7,430 shares worth $427K. The stake represents 0.19% of the portfolio and ranks #93 among its holdings.

850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 7,430 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $427K as of Q3 2025.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #93 holding.
  • 850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.