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Truvestments Capital’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Truvestments Capital’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
-34
Closed -$1.76K – 1041
2025
Q1 		$1.76K Hold
34
– – ﹤0.01% 880
2024
Q4 		$1.92K Sell
34
-117
-77% -$6.57K ﹤0.01% 847
2024
Q3 		$8.29K Buy
+151
New +$8.1K ﹤0.01% 607

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

Truvestments Capital's JEPQ Position: Q2 2025 in Review

Truvestments Capital sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 34 shares — an estimated $1.76K sold.

Truvestments Capital first reported a position in JEPQ in Q3 2024 and held it in 3 quarters. The position peaked at $8.29K in Q3 2024. 806 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Truvestments Capital reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Truvestments Capital sold 34 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $1.76K.
  • Truvestments Capital first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and held it in 3 quarters.
  • Truvestments Capital's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $8.29K in Q3 2024.
  • 806 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.