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Walker Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Walker Financial Services’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
Q3 		– Sell
-4,023
Closed -$219K – 44
2025
Q2 		$219K Buy
+4,023
New +$207K 0.1% 34

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Walker Financial Services's JEPQ Position: Q3 2025 in Review

Walker Financial Services sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025, closing a stake of 4,023 shares — an estimated $219K sold.

Walker Financial Services first reported a position in JEPQ in Q2 2025 and held it in 1 quarter. The position peaked at $219K in Q2 2025. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

  • Walker Financial Services reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • Walker Financial Services sold 4,023 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $219K.
  • Walker Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and held it in 1 quarter.
  • Walker Financial Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $219K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Walker Financial Services's 13F filing for Q3 2025, filed 7 Oct 2025.