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Vishria Bird Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Vishria Bird Financial Group’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
Q1 		– Sell
-5,410
Closed -$305K – 84
2024
Q4 		$305K Buy
5,410
+66
+1% +$3.71K 0.11% 68
2024
Q3 		$294K Buy
+5,344
New +$287K 0.11% 71

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vishria Bird Financial Group's JEPQ Position: Q1 2025 in Review

Vishria Bird Financial Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2025, closing a stake of 5,410 shares — an estimated $305K sold.

Vishria Bird Financial Group first reported a position in JEPQ in Q3 2024 and held it in 2 quarters. The position peaked at $305K in Q4 2024. 786 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

  • Vishria Bird Financial Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Vishria Bird Financial Group sold 5,410 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2025, an estimated $305K.
  • Vishria Bird Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and held it in 2 quarters.
  • Vishria Bird Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $305K in Q4 2024.
  • 786 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on Vishria Bird Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.