Corient Private Wealth
JEPQ icon

Corient Private Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Corient Private Wealth’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 		$2.39M Buy
38,822
+21,081
+119% +$1.25M ﹤0.01% 1281
2026
Q1 		$985K Sell
17,741
-19,122
-52% -$1.11M ﹤0.01% 1674
2025
Q4 		$2.03M Buy
36,863
+26,241
+247% +$1.52M ﹤0.01% 1520
2025
Q3 		$611K Sell
10,622
-1,139
-10% -$63.2K ﹤0.01% 1688
2025
Q2 		$640K Buy
11,761
+2,646
+29% +$136K ﹤0.01% 1576
2025
Q1 		$472K Buy
9,115
+1,851
+25% +$103K ﹤0.01% 1625
2024
Q4 		$410K Buy
+7,264
New +$408K ﹤0.01% 1721

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

Corient Private Wealth's JEPQ Position: Q2 2026 in Review

Corient Private Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 119% in Q2 2026, buying an estimated $1.25M and bringing the position to 38,822 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Corient Private Wealth 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.

  • Corient Private Wealth held 38,822 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.39M as of Q2 2026.
  • Corient Private Wealth bought 21,081 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.25M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1281 holding.
  • Corient Private Wealth 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 Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.