Becker Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Becker Capital Management’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	$730K	Sell	13,144 -1,170	-8%	-$67.7K	0.02%	195
2025 Q4	$840K	Hold	14,314	–	–	0.02%	195
2025 Q3	$823K	Sell	14,314 -6,180	-30%	-$343K	0.02%	191
2025 Q2	$1.11M	Hold	20,494	–	–	0.03%	167
2025 Q1	$1.06M	Buy	+20,494	New	+$1.14M	0.04%	161

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

Becker Capital Management's JEPQ Position: Q1 2026 in Review

Becker Capital Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.2% in Q1 2026, selling an estimated $67.7K and leaving 13,144 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #195.

Becker Capital Management first reported a position in JEPQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q2 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Becker Capital Management held 13,144 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $730K as of Q1 2026.
Becker Capital Management sold 1,170 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $67.7K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Becker Capital Management's portfolio in Q1 2026, its #195 holding.
Becker Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
Becker Capital Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.11M in Q2 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.