Cerity Partners
JEPQ icon

Cerity Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cerity Partners’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 		$22.5M Buy
365,327
+59,432
+19% +$3.53M 0.03% 445
2026
Q1 		$17M Buy
305,895
+29,571
+11% +$1.71M 0.02% 499
2025
Q4 		$16.1M Buy
276,324
+217,708
+371% +$12.6M 0.02% 475
2025
Q3 		$3.37M Buy
58,616
+20,175
+52% +$1.12M 0.01% 1046
2025
Q2 		$2.09M Buy
38,441
+20,946
+120% +$1.08M ﹤0.01% 1199
2025
Q1 		$906K Buy
17,495
+13,214
+309% +$736K ﹤0.01% 1472
2024
Q4 		$239K Sell
4,281
-1,636
-28% -$91.8K ﹤0.01% 2157
2024
Q3 		$325K Sell
5,917
-5,741
-49% -$308K ﹤0.01% 2004
2024
Q2 		$647K Buy
+11,658
New +$627K ﹤0.01% 1416

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners's JEPQ Position: Q2 2026 in Review

Cerity Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 19% in Q2 2026, buying an estimated $3.53M and bringing the position to 365,327 shares worth $22.5M. The position accounts for 0.03% of the portfolio, ranked #445.

Cerity Partners first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Cerity Partners held 365,327 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $22.5M as of Q2 2026.
  • Cerity Partners bought 59,432 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.53M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #445 holding.
  • Cerity Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.