BPA
JEPQ icon

Beacon Pointe Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Beacon Pointe Advisors’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 		$9.25M Buy
166,563
+45,169
+37% +$2.61M 0.05% 338
2025
Q4 		$7.06M Buy
121,394
+1,326
+1% +$77K 0.05% 317
2025
Q3 		$6.91M Buy
120,068
+20,635
+21% +$1.15M 0.06% 293
2025
Q2 		$5.41M Buy
99,433
+16,992
+21% +$876K 0.06% 295
2025
Q1 		$4.27M Buy
82,441
+28,614
+53% +$1.59M 0.05% 329
2024
Q4 		$3.03M Buy
53,827
+4,642
+9% +$261K 0.03% 363
2024
Q3 		$2.7M Buy
49,185
+128
+0.3% +$6.87K 0.03% 409
2024
Q2 		$2.72M Buy
49,057
+12,794
+35% +$688K 0.03% 415
2024
Q1 		$1.97M Buy
36,263
+19,309
+114% +$1.01M 0.02% 498
2023
Q4 		$847K Buy
16,954
+12,605
+290% +$608K 0.01% 723
2023
Q3 		$204K Buy
+4,349
New +$209K ﹤0.01% 1228

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Pointe Advisors's JEPQ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 37% in Q1 2026, buying an estimated $2.61M and bringing the position to 166,563 shares worth $9.25M. The position accounts for 0.05% of the portfolio, ranked #338.

Beacon Pointe Advisors first reported a position in JEPQ in Q3 2023 and has held it in 11 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Beacon Pointe Advisors held 166,563 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.25M as of Q1 2026.
  • Beacon Pointe Advisors bought 45,169 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $2.61M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #338 holding.
  • Beacon Pointe Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.