Chicago Partners Investment Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Chicago Partners Investment Group’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	$8.43M	Buy	144,055 +30,936	+27%	+$1.84M	0.17%	107
2026 Q1	$6.66M	Buy	113,119 +8,081	+8%	+$467K	0.15%	122
2025 Q4	$6.22M	Buy	105,038 +10,111	+11%	+$587K	0.15%	129
2025 Q3	$5.61M	Buy	94,927 +7,900	+9%	+$439K	0.15%	134
2025 Q2	$4.78M	Buy	87,027 +35,529	+69%	+$1.83M	0.14%	150
2025 Q1	$2.65M	Buy	+51,498	New	+$2.87M	0.09%	197

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chicago Partners Investment Group's JEPQ Position: Q2 2026 in Review

Chicago Partners Investment Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 27% in Q2 2026, buying an estimated $1.84M and bringing the position to 144,055 shares worth $8.43M. The position accounts for 0.17% of the portfolio, ranked #107.

Chicago Partners Investment Group first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Chicago Partners Investment Group held 144,055 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.43M as of Q2 2026.
Chicago Partners Investment Group bought 30,936 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.84M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.17% of Chicago Partners Investment Group's portfolio in Q2 2026, its #107 holding.
Chicago Partners Investment Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.