Crescent Grove Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Crescent Grove 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 Q1	$2.47M	Buy	+44,439	New	+$2.57M	0.24%	78
2025 Q3	–	Sell	-55,052	Closed	-$2.99M	–	301
2025 Q2	$2.99M	Buy	55,052 +14,585	+36%	+$752K	0.29%	64
2025 Q1	$2.1M	Sell	40,467 -95,197	-70%	-$5.3M	0.22%	74
2024 Q4	$7.71M	Buy	135,664 +109,363	+416%	+$6.14M	0.76%	32
2024 Q3	$1.44M	Buy	26,301 +3,629	+16%	+$195K	0.15%	98
2024 Q2	$1.26M	Buy	22,672 +648	+3%	+$34.8K	0.14%	99
2024 Q1	$1.19M	Buy	22,024 +437	+2%	+$22.8K	0.12%	110
2023 Q4	$1.09M	Sell	21,587 -9,663	-31%	-$466K	0.12%	108
2023 Q3	$1.47M	Buy	+31,250	New	+$1.51M	0.18%	84

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crescent Grove Advisors's JEPQ Position: Q1 2026 in Review

Crescent Grove Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026: 44,439 shares worth $2.47M. The stake represents 0.24% of the portfolio and ranks #78 among its holdings. This is a return to the name: Crescent Grove Advisors previously reported a position in JEPQ as recently as Q2 2025.

Crescent Grove Advisors first reported a position in JEPQ in Q3 2023 and has held it in 9 quarters since. The position peaked at $7.71M in Q4 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Crescent Grove Advisors held 44,439 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.47M as of Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Crescent Grove Advisors position in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.24% of Crescent Grove Advisors's portfolio in Q1 2026, its #78 holding.
Crescent Grove Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 9 quarters since.
Crescent Grove Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $7.71M in Q4 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.