Envestnet Portfolio Solutions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Envestnet Portfolio Solutions’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	$3.17M	Buy	51,625 +5,894	+13%	+$350K	0.02%	412
2026 Q1	$2.54M	Sell	45,731 -32,766	-42%	-$1.89M	0.01%	403
2025 Q4	$4.56M	Buy	78,497 +8,696	+12%	+$505K	0.02%	374
2025 Q3	$4.01M	Sell	69,801 -16,168	-19%	-$897K	0.01%	393
2025 Q2	$4.68M	Buy	85,969 +4,864	+6%	+$251K	0.02%	380
2025 Q1	$4.2M	Sell	81,105 -1,539	-2%	-$85.7K	0.02%	407
2024 Q4	$4.66M	Buy	82,644 +7,505	+10%	+$421K	0.02%	411
2024 Q3	$4.13M	Buy	75,139 +9,703	+15%	+$520K	0.01%	440
2024 Q2	$3.63M	Buy	65,436 +10,231	+19%	+$550K	0.01%	456
2024 Q1	$2.99M	Buy	55,205 +12,815	+30%	+$669K	0.01%	523
2023 Q4	$2.12M	Buy	42,390 +4,562	+12%	+$220K	0.01%	577
2023 Q3	$1.78M	Buy	+37,828	New	+$1.82M	0.01%	573

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

Envestnet Portfolio Solutions's JEPQ Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 13% in Q2 2026, buying an estimated $350K and bringing the position to 51,625 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #412.

Envestnet Portfolio Solutions first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.68M in Q2 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Envestnet Portfolio Solutions held 51,625 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.17M as of Q2 2026.
Envestnet Portfolio Solutions bought 5,894 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $350K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #412 holding.
Envestnet Portfolio Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.68M in Q2 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.