HUB Investment Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

HUB Investment 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 Q2	$29.8M	Buy	484,137 +18,958	+4%	+$1.12M	0.53%	37
2026 Q1	$25.8M	Buy	465,179 +105,933	+29%	+$6.13M	0.62%	30
2025 Q4	$20.9M	Buy	359,246 +64,583	+22%	+$3.75M	0.54%	35
2025 Q3	$16.9M	Buy	294,663 +47,891	+19%	+$2.66M	0.56%	33
2025 Q2	$13.4M	Buy	246,772 +28,153	+13%	+$1.45M	0.45%	54
2025 Q1	$11.3M	Buy	218,619 +43,329	+25%	+$2.41M	0.45%	60
2024 Q4	$9.88M	Buy	175,290 +46,691	+36%	+$2.62M	0.41%	64
2024 Q3	$7.06M	Buy	128,599 +23,351	+22%	+$1.25M	0.31%	86
2024 Q2	$5.84M	Buy	105,248 +12,600	+14%	+$677K	0.22%	99
2024 Q1	$5.03M	Buy	92,648 +5,366	+6%	+$280K	0.27%	99
2023 Q4	$4.36M	Buy	87,282 +32,370	+59%	+$1.56M	0.3%	93
2023 Q3	$2.58M	Buy	54,912 +24,645	+81%	+$1.19M	0.39%	69
2023 Q2	$1.46M	Buy	30,267 +15,077	+99%	+$697K	0.24%	78
2023 Q1	$685K	Buy	15,190 +8,595	+130%	+$368K	0.14%	105
2022 Q4	$269K	Buy	+6,595	New	+$280K	0.06%	114

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

HUB Investment Partners's JEPQ Position: Q2 2026 in Review

HUB Investment Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.1% in Q2 2026, buying an estimated $1.12M and bringing the position to 484,137 shares worth $29.8M. The position accounts for 0.53% of the portfolio, ranked #37.

HUB Investment Partners first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

HUB Investment Partners held 484,137 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $29.8M as of Q2 2026.
HUB Investment Partners bought 18,958 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.12M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.53% of HUB Investment Partners's portfolio in Q2 2026, its #37 holding.
HUB Investment Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.