Autumn Glory Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Autumn Glory Partners’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	$789K	Buy	14,215 +4,545	+47%	+$263K	0.29%	82
2025 Q4	$562K	Hold	9,670	–	–	0.2%	121
2025 Q3	$556K	Buy	9,670 +1,335	+16%	+$74.1K	0.23%	113
2025 Q2	$453K	Hold	8,335	–	–	0.21%	120
2025 Q1	$432K	Hold	8,335	–	–	0.21%	117
2024 Q4	$470K	Sell	8,335 -8,257	-50%	-$464K	0.23%	101
2024 Q3	$911K	Buy	16,592 +10,767	+185%	+$577K	0.35%	77
2024 Q2	$323K	Buy	5,825 +1,200	+26%	+$64.5K	0.17%	121
2024 Q1	$251K	Hold	4,625	–	–	0.12%	142
2023 Q4	$234K	Buy	+4,625	New	+$223K	0.13%	147

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

Autumn Glory Partners's JEPQ Position: Q1 2026 in Review

Autumn Glory Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 47% in Q1 2026, buying an estimated $263K and bringing the position to 14,215 shares worth $789K. The position accounts for 0.29% of the portfolio, ranked #82.

Autumn Glory Partners first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $911K in Q3 2024. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Autumn Glory Partners held 14,215 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $789K as of Q1 2026.
Autumn Glory Partners bought 4,545 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $263K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.29% of Autumn Glory Partners's portfolio in Q1 2026, its #82 holding.
Autumn Glory Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Autumn Glory Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $911K in Q3 2024.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.