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Anfield Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Anfield Capital 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
2026
Q1 		– Sell
-116
Closed -$6.74K – 719
2025
Q4 		$6.74K Buy
116
+3
+3% +$174 ﹤0.01% 372
2025
Q3 		$6.5K Buy
+113
New +$6.27K ﹤0.01% 377

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Anfield Capital Management's JEPQ Position: Q1 2026 in Review

Anfield Capital Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 116 shares — an estimated $6.74K sold.

Anfield Capital Management first reported a position in JEPQ in Q3 2025 and held it in 2 quarters. The position peaked at $6.74K in Q4 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Anfield Capital Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Anfield Capital Management sold 116 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $6.74K.
  • Anfield Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and held it in 2 quarters.
  • Anfield Capital Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.74K in Q4 2025.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.