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 -204	-1%	-$11.8K	﹤0.01%	1674
2025 Q4	$1.04M	Buy	17,945 +7,323	+69%	+$425K	﹤0.01%	1490
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 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

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.