Tower Research Capital (TRC)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Tower Research Capital (TRC)’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	-8	Closed	-$460	–	5390
2025 Q3	$460	Sell	8 -9	-53%	-$500	﹤0.01%	5008
2025 Q2	$925	Buy	+17	New	+$876	﹤0.01%	4909
2024 Q2	–	Sell	-3,129	Closed	-$170K	–	5855
2024 Q1	$170K	Sell	3,129 -6,359	-67%	-$332K	﹤0.01%	1520
2023 Q4	$474K	Buy	9,488 +5,922	+166%	+$286K	0.01%	1406
2023 Q3	$167K	Buy	+3,566	New	+$172K	0.01%	1558
2023 Q2	–	Sell	-32,374	Closed	-$1.46M	–	6214
2023 Q1	$1.46M	Buy	32,374 +25,783	+391%	+$1.1M	0.05%	286
2022 Q4	$269K	Buy	+6,591	New	+$280K	0.01%	1103

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

Tower Research Capital (TRC)'s JEPQ Position: Q4 2025 in Review

Tower Research Capital (TRC) sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 8 shares — an estimated $460 sold.

Tower Research Capital (TRC) first reported a position in JEPQ in Q4 2022 and held it in 7 quarters. The position peaked at $1.46M in Q1 2023. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Tower Research Capital (TRC) reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 8 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $460.
Tower Research Capital (TRC) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and held it in 7 quarters.
Tower Research Capital (TRC)'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.46M in Q1 2023.
937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2025, filed 17 Feb 2026.