StoneCrest Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

StoneCrest Wealth 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	–	Sell	-91,619	Closed	-$4.98M	–	75
2025 Q2	$4.98M	Buy	91,619 +2,737	+3%	+$141K	2.37%	15
2025 Q1	$4.6M	Buy	88,882 +1,107	+1%	+$61.7K	2.92%	12
2024 Q4	$4.95M	Buy	87,775 +3,580	+4%	+$201K	3.23%	11
2024 Q3	$4.62M	Sell	84,195 -2,670	-3%	-$143K	3.36%	11
2024 Q2	$4.82M	Sell	86,865 -15,756	-15%	-$847K	3.68%	10
2024 Q1	$5.57M	Sell	102,621 -9,315	-8%	-$486K	4.81%	6
2023 Q4	$5.59M	Buy	+111,936	New	+$5.4M	5.36%	4

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

StoneCrest Wealth Management's JEPQ Position: Q3 2025 in Review

StoneCrest Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025, closing a stake of 91,619 shares — an estimated $4.98M sold.

StoneCrest Wealth Management first reported a position in JEPQ in Q4 2023 and held it in 7 quarters. The position peaked at $5.59M in Q4 2023. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

StoneCrest Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
StoneCrest Wealth Management sold 91,619 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $4.98M.
StoneCrest Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and held it in 7 quarters.
StoneCrest Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.59M in Q4 2023.
850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on StoneCrest Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.