Baird Financial Group
JEPQ icon

Baird Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Baird Financial Group’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 		$42.3M Buy
688,736
+1,010
+0.1% +$59.9K 0.06% 205
2026
Q1 		$38.2M Buy
687,726
+28,352
+4% +$1.64M 0.06% 216
2025
Q4 		$38.3M Buy
659,374
+8,995
+1% +$523K 0.06% 215
2025
Q3 		$37.4M Buy
650,379
+11,347
+2% +$630K 0.06% 227
2025
Q2 		$34.8M Buy
639,032
+78,863
+14% +$4.07M 0.06% 243
2025
Q1 		$29M Buy
560,169
+94,634
+20% +$5.27M 0.06% 267
2024
Q4 		$26.2M Buy
465,535
+19,474
+4% +$1.09M 0.05% 287
2024
Q3 		$24.5M Buy
446,061
+14,433
+3% +$774K 0.05% 300
2024
Q2 		$24M Buy
431,628
+11,673
+3% +$627K 0.05% 286
2024
Q1 		$22.8M Buy
419,955
+61,408
+17% +$3.21M 0.05% 302
2023
Q4 		$17.9M Buy
358,547
+293,167
+448% +$14.2M 0.04% 334
2023
Q3 		$3.07M Buy
65,380
+22,132
+51% +$1.07M 0.01% 768
2023
Q2 		$2.09M Buy
43,248
+6,299
+17% +$291K 0.01% 896
2023
Q1 		$1.67M Buy
36,949
+10,879
+42% +$466K ﹤0.01% 941
2022
Q4 		$1.06M Buy
+26,070
New +$1.11M ﹤0.01% 1055

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

Baird Financial Group's JEPQ Position: Q2 2026 in Review

Baird Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.15% in Q2 2026, buying an estimated $59.9K and bringing the position to 688,736 shares worth $42.3M. The position accounts for 0.06% of the portfolio, ranked #205.

Baird Financial Group first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Baird Financial Group held 688,736 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $42.3M as of Q2 2026.
  • Baird Financial Group bought 1,010 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $59.9K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Baird Financial Group's portfolio in Q2 2026, its #205 holding.
  • Baird Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.