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

Citizens Financial 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	$8.06M	Buy	131,155 +12,108	+10%	+$718K	0.1%	145
2026 Q1	$6.61M	Buy	119,047 +59,357	+99%	+$3.43M	0.09%	153
2025 Q4	$3.5M	Buy	59,690 +12,943	+28%	+$752K	0.05%	217
2025 Q3	$2.69M	Buy	46,747 +34,498	+282%	+$1.91M	0.04%	239
2025 Q2	$666K	Buy	12,249 +3,981	+48%	+$205K	0.01%	428
2025 Q1	$428K	Buy	+8,268	New	+$461K	0.01%	448

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

Citizens Financial Group's JEPQ Position: Q2 2026 in Review

Citizens Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q2 2026, buying an estimated $718K and bringing the position to 131,155 shares worth $8.06M. The position accounts for 0.1% of the portfolio, ranked #145.

Citizens Financial 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.

Citizens Financial Group held 131,155 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.06M as of Q2 2026.
Citizens Financial Group bought 12,108 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $718K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Citizens Financial Group's portfolio in Q2 2026, its #145 holding.
Citizens Financial 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 Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.