BOK Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

BOK Financial’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	-1,363	Closed	-$79.2K	–	1082
2025 Q4	$79.2K	Buy	+1,363	New	+$79.2K	﹤0.01%	788
2025 Q1	–	Sell	-570	Closed	-$31.9K	–	1330
2024 Q4	$31.9K	Hold	570	–	–	﹤0.01%	870
2024 Q3	$30.7K	Buy	+570	New	+$30.6K	﹤0.01%	878
2024 Q1	–	Sell	-210	Closed	-$10.5K	–	1264
2023 Q4	$10.5K	Buy	+210	New	+$10.1K	﹤0.01%	946

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

BOK Financial's JEPQ Position: Q1 2026 in Review

BOK Financial sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 1,363 shares — an estimated $79.2K sold.

BOK Financial first reported a position in JEPQ in Q4 2023 and held it in 4 quarters. The position peaked at $79.2K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

BOK Financial reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
BOK Financial sold 1,363 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $79.2K.
BOK Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and held it in 4 quarters.
BOK Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $79.2K in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.