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Bear Mountain Capital’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bear Mountain Capital’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 		$58K Buy
964
+418
+77% +$24.8K 0.02% 58
2026
Q1 		$32K Hold
546
– – 0.01% 73
2025
Q4 		$32.2K Sell
546
-500
-48% -$29.1K 0.01% 74
2025
Q3 		$60.7K Hold
1,046
– – 0.02% 59
2025
Q2 		$57.2K Hold
1,046
– – 0.02% 61
2025
Q1 		$53.7K Buy
1,046
+250
+31% +$13.9K 0.02% 64
2024
Q4 		$46.4K Buy
+796
New +$44.7K 0.02% 62

Other funds holding JEPQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bear Mountain Capital's JEPQ Position: Q2 2026 in Review

Bear Mountain Capital increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 77% in Q2 2026, buying an estimated $24.8K and bringing the position to 964 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #58.

Bear Mountain Capital first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.7K in Q3 2025. 484 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Bear Mountain Capital held 964 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $58K as of Q2 2026.
  • Bear Mountain Capital bought 418 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $24.8K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Bear Mountain Capital's portfolio in Q2 2026, its #58 holding.
  • Bear Mountain Capital first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Bear Mountain Capital's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $60.7K in Q3 2025.
  • 484 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.