Caitlin John’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Caitlin John’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	$205K	Buy	3,696 +1,060	+40%	+$61.3K	0.12%	159
2025 Q4	$153K	Sell	2,636 -2,265	-46%	-$132K	0.1%	203
2025 Q3	$282K	Buy	4,901 +111	+2%	+$6.16K	0.2%	111
2025 Q2	$261K	Buy	4,790 +147	+3%	+$7.58K	0.24%	108
2025 Q1	$240K	Buy	4,643 +1,514	+48%	+$84.3K	0.24%	112
2024 Q4	$176K	Buy	3,129 +27	+0.9%	+$1.52K	0.12%	135
2024 Q3	$176K	Buy	3,102 +48	+2%	+$2.57K	0.11%	136
2024 Q2	$169K	Buy	3,054 +45	+1%	+$2.42K	0.12%	126
2024 Q1	$163K	Buy	3,009 +116	+4%	+$6.06K	0.12%	125
2023 Q4	$146K	Buy	+2,893	New	+$140K	0.12%	124

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

Caitlin John's JEPQ Position: Q1 2026 in Review

Caitlin John increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 40% in Q1 2026, buying an estimated $61.3K and bringing the position to 3,696 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #159.

Caitlin John first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $282K in Q3 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Caitlin John held 3,696 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $205K as of Q1 2026.
Caitlin John bought 1,060 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $61.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of Caitlin John's portfolio in Q1 2026, its #159 holding.
Caitlin John first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Caitlin John's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $282K in Q3 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.