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Atlantic Union Bankshares’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Atlantic Union Bankshares’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
Q2 		$5.36M Buy
87,236
+34,366
+65% +$2.04M 0.09% 194
2026
Q1 		$2.94M Buy
52,870
+7,490
+17% +$433K 0.06% 242
2025
Q4 		$2.64M Buy
45,380
+25,580
+129% +$1.49M 0.05% 266
2025
Q3 		$1.14M Buy
19,800
+4,162
+27% +$231K 0.02% 358
2025
Q2 		$851K Buy
+15,638
New +$806K 0.02% 338
2024
Q2 		– Sell
-17,919
Closed -$972K – 315
2024
Q1 		$972K Buy
17,919
+237
+1% +$12.4K 0.08% 176
2023
Q4 		$883K Buy
17,682
+1,262
+8% +$60.9K 0.08% 182
2023
Q3 		$771K Buy
16,420
+722
+5% +$34.8K 0.08% 182
2023
Q2 		$759K Buy
15,698
+522
+3% +$24.1K 0.08% 187
2023
Q1 		$684K Buy
+15,176
New +$650K 0.07% 164

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atlantic Union Bankshares's JEPQ Position: Q2 2026 in Review

Atlantic Union Bankshares increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 65% in Q2 2026, buying an estimated $2.04M and bringing the position to 87,236 shares worth $5.36M. The position accounts for 0.09% of the portfolio, ranked #194.

Atlantic Union Bankshares first reported a position in JEPQ in Q1 2023 and has held it in 10 quarters since. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Atlantic Union Bankshares held 87,236 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.36M as of Q2 2026.
  • Atlantic Union Bankshares bought 34,366 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.04M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of Atlantic Union Bankshares's portfolio in Q2 2026, its #194 holding.
  • Atlantic Union Bankshares first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 10 quarters since.
  • 1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.