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JEPQ icon

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

Certuity’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 		$282K Buy
5,087
+1,321
+35% +$76.4K 0.02% 484
2025
Q4 		$219K Hold
3,766
– – 0.01% 522
2025
Q3 		$217K Sell
3,766
-1,100
-23% -$61.1K 0.01% 507
2025
Q2 		$265K Buy
4,866
+600
+14% +$30.9K 0.02% 330
2025
Q1 		$221K Buy
4,266
+33
+0.8% +$1.84K 0.02% 352
2024
Q4 		$239K Buy
+4,233
New +$238K 0.03% 313

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

Certuity's JEPQ Position: Q1 2026 in Review

Certuity increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 35% in Q1 2026, buying an estimated $76.4K and bringing the position to 5,087 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #484.

Certuity first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Certuity held 5,087 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $282K as of Q1 2026.
  • Certuity bought 1,321 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $76.4K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Certuity's portfolio in Q1 2026, its #484 holding.
  • Certuity first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.