Essex Savings Bank’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Essex Savings Bank’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	$206K	Buy	+3,345	New	+$198K	0.04%	311

Other funds holding JEPQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Essex Savings Bank's JEPQ Position: Q2 2026 in Review

Essex Savings Bank opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 3,345 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #311 among its holdings.

709 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Essex Savings Bank held 3,345 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $206K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Essex Savings Bank position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Essex Savings Bank's portfolio in Q2 2026, its #311 holding.
709 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.