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Sittner & Nelson’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sittner & Nelson’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 		– Sell
-934
Closed -$48.4K – 511
2025
Q1 		$48.4K Hold
934
– – 0.02% 242
2024
Q4 		$52.7K Buy
+934
New +$52.4K 0.02% 222

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sittner & Nelson's JEPQ Position: Q2 2025 in Review

Sittner & Nelson sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 934 shares — an estimated $48.4K sold.

Sittner & Nelson first reported a position in JEPQ in Q4 2024 and held it in 2 quarters. The position peaked at $52.7K in Q4 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Sittner & Nelson reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Sittner & Nelson sold 934 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $48.4K.
  • Sittner & Nelson first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 2 quarters.
  • Sittner & Nelson's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $52.7K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Sittner & Nelson's 13F filing for Q2 2025, filed 8 Aug 2025.