Tyler-Stone Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Tyler-Stone 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 Q2	$3.1M	Sell	56,925 -5,585	-9%	-$288K	0.5%	46
2025 Q1	$3.24M	Sell	62,510 -8,936	-13%	-$498K	0.58%	37
2024 Q4	$4.03M	Sell	71,446 -5,850	-8%	-$328K	0.72%	29
2024 Q3	$4.25M	Buy	77,296 +49,047	+174%	+$2.63M	0.8%	27
2024 Q2	$1.57M	Buy	28,249 +5,694	+25%	+$306K	0.64%	35
2024 Q1	$1.22M	Buy	22,555 +6,130	+37%	+$320K	0.54%	38
2023 Q4	$820K	Buy	16,425 +1,615	+11%	+$78K	0.41%	51
2023 Q3	$695K	Buy	14,810 +400	+3%	+$19.3K	0.4%	53
2023 Q2	$697K	Buy	+14,410	New	+$666K	0.39%	54

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tyler-Stone Wealth Management's JEPQ Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.9% in Q2 2025, selling an estimated $288K and leaving 56,925 shares worth $3.1M. The position accounts for 0.5% of the portfolio, ranked #46.

Tyler-Stone Wealth Management first reported a position in JEPQ in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.25M in Q3 2024. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Tyler-Stone Wealth Management held 56,925 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.1M as of Q2 2025.
Tyler-Stone Wealth Management sold 5,585 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $288K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.5% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #46 holding.
Tyler-Stone Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 9 quarters since.
Tyler-Stone Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.25M in Q3 2024.
804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.