Ellevest Inc’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Ellevest Inc’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 Q3	$1.09M	Buy	+17,823	New	+$1.06M	0.13%	110

Other funds holding JEPQ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ellevest Inc's JEPQ Position: Q3 2026 in Review

Ellevest Inc opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 17,823 shares worth $1.09M. The stake represents 0.13% of the portfolio and ranks #110 among its holdings.

954 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Ellevest Inc held 17,823 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.09M as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Ellevest Inc position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.13% of Ellevest Inc's portfolio in Q3 2026, its #110 holding.
954 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.