Tucker Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Tucker Asset 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 Q4	$2.47M	Buy	42,452 +1,398	+3%	+$81.2K	0.72%	16
2025 Q3	$2.36M	Buy	41,054 +9,010	+28%	+$500K	0.71%	16
2025 Q2	$1.74M	Buy	32,044 +626	+2%	+$32.3K	0.56%	17
2025 Q1	$1.63M	Buy	31,418 +1,346	+4%	+$75K	0.53%	15
2024 Q4	$1.7M	Buy	30,072 +3,111	+12%	+$175K	0.18%	20
2024 Q3	$1.48M	Buy	26,961 +5,025	+23%	+$270K	0.34%	22
2024 Q2	$1.22M	Buy	21,936 +998	+5%	+$53.6K	0.27%	27
2024 Q1	$1.14M	Buy	20,938 +2,455	+13%	+$128K	0.26%	28
2023 Q4	$923K	Buy	18,483 +1,895	+11%	+$91.5K	0.23%	30
2023 Q3	$778K	Buy	16,588 +2,814	+20%	+$136K	0.21%	34
2023 Q2	$666K	Buy	13,774 +1,844	+15%	+$85.2K	0.19%	29
2023 Q1	$538K	Buy	+11,930	New	+$511K	0.16%	31

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

Tucker Asset Management's JEPQ Position: Q4 2025 in Review

Tucker Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.4% in Q4 2025, buying an estimated $81.2K and bringing the position to 42,452 shares worth $2.47M. The position accounts for 0.72% of the portfolio, ranked #16.

Tucker Asset Management first reported a position in JEPQ in Q1 2023 and has held it in 12 quarters since. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Tucker Asset Management held 42,452 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.47M as of Q4 2025.
Tucker Asset Management bought 1,398 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $81.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.72% of Tucker Asset Management's portfolio in Q4 2025, its #16 holding.
Tucker Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 12 quarters since.
937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.