BOLTON SECURITIES CORPORATION’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.53M	Buy	+48,940	New	+$2.73M	0.15%	174

Other funds holding JEPQ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JEPQ Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2025: 48,940 shares worth $2.53M. The stake represents 0.15% of the portfolio and ranks #174 among its holdings.

789 funds tracked by Wall St. Rank hold JEPQ as of Q1 2025.

BOLTON SECURITIES CORPORATION held 48,940 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.53M as of Q1 2025.
JPMorgan Nasdaq Equity Premium Income ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.15% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #174 holding.
789 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.