Bay Rivers Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bay Rivers 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	$304K	Buy	4,951 +640	+15%	+$38K	0.1%	104
2026 Q1	$239K	Buy	4,311 +390	+10%	+$22.6K	0.1%	94
2025 Q4	$228K	Buy	3,921 +6	+0.2%	+$349	0.09%	89
2025 Q3	$225K	Hold	3,915	–	–	0.09%	86
2025 Q2	$213K	Buy	3,915 +50	+1%	+$2.58K	0.1%	85
2025 Q1	$200K	Buy	+3,865	New	+$215K	0.1%	81

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bay Rivers Group's JEPQ Position: Q2 2026 in Review

Bay Rivers Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 15% in Q2 2026, buying an estimated $38K and bringing the position to 4,951 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #104.

Bay Rivers Group first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 1,025 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Bay Rivers Group held 4,951 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $304K as of Q2 2026.
Bay Rivers Group bought 640 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $38K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Bay Rivers Group's portfolio in Q2 2026, its #104 holding.
Bay Rivers Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,025 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.