Institute for Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Institute for Wealth Management’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	-37,617	Closed	-$2.19M	–	562
2025 Q4	$2.19M	Buy	37,617 +1,134	+3%	+$65.9K	0.23%	88
2025 Q3	$2.1M	Buy	36,483 +7,155	+24%	+$397K	0.22%	95
2025 Q2	$1.6M	Buy	29,328 +18,826	+179%	+$970K	0.18%	119
2025 Q1	$544K	Buy	10,502 +234	+2%	+$13K	0.07%	278
2024 Q4	$579K	Buy	+10,268	New	+$576K	0.07%	262

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

Institute for Wealth Management's JEPQ Position: Q1 2026 in Review

Institute for Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 37,617 shares — an estimated $2.19M sold.

Institute for Wealth Management first reported a position in JEPQ in Q4 2024 and held it in 5 quarters. The position peaked at $2.19M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Institute for Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Institute for Wealth Management sold 37,617 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $2.19M.
Institute for Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 5 quarters.
Institute for Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.19M in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.