Gill Capital Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Gill Capital Partners’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	$2.42M	Buy	43,674 +3,105	+8%	+$180K	0.7%	35
2025 Q4	$2.36M	Sell	40,569 -4,083	-9%	-$237K	0.72%	35
2025 Q3	$2.57M	Buy	44,652 +3,613	+9%	+$201K	0.78%	36
2025 Q2	$2.23M	Buy	41,039 +6,984	+21%	+$360K	0.72%	37
2025 Q1	$1.76M	Sell	34,055 -1,211	-3%	-$67.5K	0.61%	41
2024 Q4	$1.99M	Hold	35,266	–	–	0.71%	36
2024 Q3	$1.94M	Hold	35,266	–	–	0.69%	37
2024 Q2	$1.96M	Hold	35,266	–	–	0.76%	35
2024 Q1	$1.84M	Buy	35,266 +446	+1%	+$23.3K	0.74%	34
2023 Q4	$1.74M	Buy	34,820 +397	+1%	+$19.2K	0.73%	38
2023 Q3	$1.62M	Buy	34,423 +4,814	+16%	+$232K	0.71%	38
2023 Q2	$1.43M	Buy	+29,609	New	+$1.37M	0.6%	44

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

Gill Capital Partners's JEPQ Position: Q1 2026 in Review

Gill Capital Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.7% in Q1 2026, buying an estimated $180K and bringing the position to 43,674 shares worth $2.42M. The position accounts for 0.7% of the portfolio, ranked #35.

Gill Capital Partners first reported a position in JEPQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.57M in Q3 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Gill Capital Partners held 43,674 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.42M as of Q1 2026.
Gill Capital Partners bought 3,105 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $180K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.7% of Gill Capital Partners's portfolio in Q1 2026, its #35 holding.
Gill Capital Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
Gill Capital Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.57M in Q3 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.