Sovereign Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sovereign Financial Group’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	–	Sell	-3,970	Closed	-$216K	–	339
2025 Q2	$216K	Buy	+3,970	New	+$205K	0.04%	286
2025 Q1	–	Sell	-3,580	Closed	-$202K	–	291
2024 Q4	$202K	Sell	3,580 -472	-12%	-$26.5K	0.05%	275
2024 Q3	$223K	Sell	4,052 -151	-4%	-$8.1K	0.05%	262
2024 Q2	$233K	Buy	+4,203	New	+$226K	0.06%	245

Other funds holding JEPQ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sovereign Financial Group's JEPQ Position: Q3 2025 in Review

Sovereign Financial Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025, closing a stake of 3,970 shares — an estimated $216K sold.

Sovereign Financial Group first reported a position in JEPQ in Q2 2024 and held it in 4 quarters. The position peaked at $233K in Q2 2024. 852 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

Sovereign Financial Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Sovereign Financial Group sold 3,970 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $216K.
Sovereign Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 4 quarters.
Sovereign Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $233K in Q2 2024.
852 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Sovereign Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.