Creative Planning
JEPQ icon

Creative Planning’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Creative Planning’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
Q1 		$8.15M Buy
146,748
+19,146
+15% +$1.11M 0.01% 828
2025
Q4 		$7.42M Buy
127,602
+19,144
+18% +$1.11M 0.01% 755
2025
Q3 		$6.24M Buy
108,458
+21,918
+25% +$1.22M ﹤0.01% 753
2025
Q2 		$4.71M Sell
86,540
-17,119
-17% -$882K ﹤0.01% 789
2025
Q1 		$5.37M Buy
103,659
+58,976
+132% +$3.29M 0.01% 678
2024
Q4 		$2.52M Buy
44,683
+21,075
+89% +$1.18M ﹤0.01% 996
2024
Q3 		$1.3M Buy
23,608
+2,966
+14% +$159K ﹤0.01% 1326
2024
Q2 		$1.15M Buy
20,642
+15,078
+271% +$810K ﹤0.01% 1308
2024
Q1 		$302K Sell
5,564
-835
-13% -$43.6K ﹤0.01% 2246
2023
Q4 		$319K Buy
6,399
+5,821
+1,007% +$281K ﹤0.01% 2044
2023
Q3 		$27.1K Buy
+578
New +$27.8K ﹤0.01% 2555

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's JEPQ Position: Q1 2026 in Review

Creative Planning increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 15% in Q1 2026, buying an estimated $1.11M and bringing the position to 146,748 shares worth $8.15M. The position accounts for 0.01% of the portfolio, ranked #828.

Creative Planning first reported a position in JEPQ in Q3 2023 and has held it in 11 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Creative Planning held 146,748 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.15M as of Q1 2026.
  • Creative Planning bought 19,146 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.11M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #828 holding.
  • Creative Planning first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.