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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlantic Union Bankshares's JEPQ Position: Q1 2026 in Review

Atlantic Union Bankshares increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 17% in Q1 2026, buying an estimated $433K and bringing the position to 52,870 shares worth $2.94M. The position accounts for 0.06% of the portfolio, ranked #242.

Atlantic Union Bankshares first reported a position in JEPQ in Q1 2023 and has held it in 9 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Atlantic Union Bankshares held 52,870 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.94M as of Q1 2026.
Atlantic Union Bankshares bought 7,490 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $433K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Atlantic Union Bankshares's portfolio in Q1 2026, its #242 holding.
Atlantic Union Bankshares first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 9 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.