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Tiptree Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Tiptree 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
Q2 		– Sell
-129,350
Closed -$6.7M – 23
2025
Q1 		$6.7M Buy
129,350
+40,000
+45% +$2.23M 5.54% 5
2024
Q4 		$5.04M Buy
+89,350
New +$5.02M 5.22% 7

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

Tiptree Advisors's JEPQ Position: Q2 2025 in Review

Tiptree Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 129,350 shares — an estimated $6.7M sold.

Tiptree Advisors first reported a position in JEPQ in Q4 2024 and held it in 2 quarters. The position peaked at $6.7M in Q1 2025. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Tiptree Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Tiptree Advisors sold 129,350 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $6.7M.
  • Tiptree Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 2 quarters.
  • Tiptree Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.7M in Q1 2025.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Tiptree Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.