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 Q2	–	Sell	-13,144	Closed	-$730K	–	310
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 $1.89T 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

Becker Capital Management's JEPQ Position: Q2 2026 in Review

Becker Capital Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 13,144 shares — an estimated $730K sold.

Becker Capital Management first reported a position in JEPQ in Q1 2025 and held it in 5 quarters. The position peaked at $1.11M in Q2 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Becker Capital Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Becker Capital Management sold 13,144 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $730K.
Becker Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and held it in 5 quarters.
Becker Capital Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.11M in Q2 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.