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

IEQ Capital’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 		$626K Hold
11,274
– – ﹤0.01% 1210
2025
Q4 		$655K Buy
11,274
+7,574
+205% +$440K ﹤0.01% 1206
2025
Q3 		$213K Hold
3,700
– – ﹤0.01% 1661
2025
Q2 		$201K Buy
+3,700
New +$191K ﹤0.01% 1607

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IEQ Capital's JEPQ Position: Q1 2026 in Review

IEQ Capital held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q1 2026 at 11,274 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

IEQ Capital first reported a position in JEPQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $655K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • IEQ Capital held 11,274 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $626K as of Q1 2026.
  • IEQ Capital left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q1 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1210 holding.
  • IEQ Capital first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $655K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.