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Benjamin Edwards Inc’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-18,500
Closed -$1.08M – 1389
2025
Q4 		$1.08M Buy
18,500
+14,000
+311% +$813K 0.01% 688
2025
Q3 		$259K Buy
+4,500
New +$250K ﹤0.01% 1156

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

Benjamin Edwards Inc's JEPQ Position: Q1 2026 in Review

Benjamin Edwards Inc increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.7% in Q1 2026, buying an estimated $82.6K and bringing the position to 86,708 shares worth $4.81M. The position accounts for 0.05% of the portfolio, ranked #343.

Benjamin Edwards Inc first reported a position in JEPQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.96M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Benjamin Edwards Inc held 86,708 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.81M as of Q1 2026.
  • Benjamin Edwards Inc bought 1,428 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $82.6K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q1 2026, its #343 holding.
  • Benjamin Edwards Inc first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Benjamin Edwards Inc's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.96M in Q4 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.