Simplex Trading’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Simplex Trading’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 Q4	–	Sell	-13,648	Closed	-$785K	–	9303
2025 Q3	$785K	Buy	+13,648	New	+$758K	﹤0.01%	3301
2023 Q1	–	Sell	-2,925	Closed	-$119K	–	9562
2022 Q4	$119K	Buy	+2,925	New	+$124K	﹤0.01%	4866

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 $377B AUM 19.32% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Simplex Trading's JEPQ Position: Q4 2025 in Review

Simplex Trading sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 13,648 shares — an estimated $785K sold.

Simplex Trading first reported a position in JEPQ in Q4 2022 and held it in 2 quarters. The position peaked at $785K in Q3 2025. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Simplex Trading reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 13,648 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $785K.
Simplex Trading first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and held it in 2 quarters.
Simplex Trading's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $785K in Q3 2025.
937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.