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IFC & Insurance Marketing’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-606
Closed -$35K – 385
2025
Q4 		$35K Buy
+606
New +$35.2K 0.03% 210

Other funds holding JEPQ

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JP Morgan Chase
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFC & Insurance Marketing's JEPQ Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 606 shares — an estimated $35K sold.

IFC & Insurance Marketing first reported a position in JEPQ in Q4 2025 and held it in 1 quarter. The position peaked at $35K in Q4 2025. 966 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 606 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $35K.
  • IFC & Insurance Marketing first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $35K in Q4 2025.
  • 966 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.