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

Cliff Asness’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	$2.17M	Buy	35,286 +12,956	+58%	+$769K	﹤0.01%	2569
2026 Q1	$1.24M	Sell	22,330 -8,892	-28%	-$514K	﹤0.01%	2649
2025 Q4	$1.81M	Buy	31,222 +17,136	+122%	+$996K	﹤0.01%	2180
2025 Q3	$810K	Sell	14,086 -7,193	-34%	-$399K	﹤0.01%	2554
2025 Q2	$1.16M	Buy	21,279 +14,105	+197%	+$727K	﹤0.01%	2113
2025 Q1	$371K	Sell	7,174 -10,574	-60%	-$589K	﹤0.01%	2587
2024 Q4	$1M	Buy	+17,748	New	+$996K	﹤0.01%	1888

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

Cliff Asness's JEPQ Position: Q2 2026 in Review

Cliff Asness increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 58% in Q2 2026, buying an estimated $769K and bringing the position to 35,286 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Cliff Asness first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Cliff Asness held 35,286 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.17M as of Q2 2026.
Cliff Asness bought 12,956 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $769K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2569 holding.
Cliff Asness first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.