Commonwealth Equity Services
JEPQ icon

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

Commonwealth Equity Services’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 		$202M Buy
3,290,625
+167,946
+5% +$9.97M 0.25% 72
2026
Q1 		$173M Buy
3,122,679
+250,082
+9% +$14.5M 0.24% 79
2025
Q4 		$167M Buy
2,872,597
+89,212
+3% +$5.18M 0.22% 84
2025
Q3 		$160M Sell
2,783,385
-75,927
-3% -$4.21M 0.21% 84
2025
Q2 		$156M Buy
2,859,312
+115,912
+4% +$5.97M 0.21% 87
2025
Q1 		$142M Buy
2,743,400
+667,648
+32% +$37.2M 0.2% 90
2024
Q4 		$117M Buy
2,075,752
+340,416
+20% +$19.1M 0.17% 108
2024
Q3 		$95.3M Sell
1,735,336
-59,920
-3% -$3.21M 0.14% 133
2024
Q2 		$99.6M Buy
1,795,256
+292,808
+19% +$15.7M 0.16% 117
2024
Q1 		$81.5M Buy
1,502,448
+64,975
+5% +$3.39M 0.14% 144
2023
Q4 		$71.8M Buy
1,437,473
+227,300
+19% +$11M 0.13% 150
2023
Q3 		$56.8M Buy
1,210,173
+192,660
+19% +$9.28M 0.12% 174
2023
Q2 		$49.2M Buy
1,017,513
+454,091
+81% +$21M 0.1% 191
2023
Q1 		$25.4K Buy
563,422
+167,986
+42% +$7.2M 0.05% 323
2022
Q4 		$16.1M Buy
395,436
+160,713
+68% +$6.83M 0.04% 436
2022
Q3 		$9.78M Buy
+234,723
New +$11M 0.03% 579

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services's JEPQ Position: Q2 2026 in Review

Commonwealth Equity Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.4% in Q2 2026, buying an estimated $9.97M and bringing the position to 3,290,625 shares worth $202M. The position accounts for 0.25% of the portfolio, ranked #72.

Commonwealth Equity Services first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Commonwealth Equity Services held 3,290,625 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $202M as of Q2 2026.
  • Commonwealth Equity Services bought 167,946 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $9.97M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.25% of Commonwealth Equity Services's portfolio in Q2 2026, its #72 holding.
  • Commonwealth Equity Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.