Coastal Bridge Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Coastal Bridge Advisors’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	$10.3M	Buy	168,364 +9,091	+6%	+$539K	0.64%	38
2026 Q1	$8.84M	Sell	159,273 -308	-0.2%	-$17.8K	0.63%	41
2025 Q4	$9.27M	Buy	159,581 +450	+0.3%	+$26.1K	0.69%	34
2025 Q3	$9.15M	Sell	159,131 -1,875	-1%	-$104K	0.69%	32
2025 Q2	$8.76M	Buy	161,006 +1,071	+0.7%	+$55.2K	0.72%	29
2025 Q1	$8.28M	Buy	159,935 +352	+0.2%	+$19.6K	0.75%	31
2024 Q4	$9M	Buy	159,583 +5,883	+4%	+$330K	2.26%	10
2024 Q3	$8.44M	Buy	153,700 +26,248	+21%	+$1.41M	2.09%	11
2024 Q2	$7.07M	Buy	127,452 +35,696	+39%	+$1.92M	1.76%	12
2024 Q1	$4.98M	Buy	91,756 +41,893	+84%	+$2.19M	1.15%	18
2023 Q4	$2.49M	Buy	49,863 +30,047	+152%	+$1.45M	0.64%	32
2023 Q3	$930K	Sell	19,816 -76,382	-79%	-$3.68M	0.25%	67
2023 Q2	$4.65M	Buy	96,198 +34,165	+55%	+$1.58M	1.14%	18
2023 Q1	$2.8M	Buy	62,033 +45,601	+278%	+$1.95M	0.71%	29
2022 Q4	$670K	Buy	+16,432	New	+$699K	0.19%	72

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

Coastal Bridge Advisors's JEPQ Position: Q2 2026 in Review

Coastal Bridge Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.7% in Q2 2026, buying an estimated $539K and bringing the position to 168,364 shares worth $10.3M. The position accounts for 0.64% of the portfolio, ranked #38.

Coastal Bridge Advisors first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Coastal Bridge Advisors held 168,364 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $10.3M as of Q2 2026.
Coastal Bridge Advisors bought 9,091 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $539K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.64% of Coastal Bridge Advisors's portfolio in Q2 2026, its #38 holding.
Coastal Bridge Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.