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

Interchange 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 		$304K Sell
5,878
-14
-0.2% -$810 0.1% 197
2025
Q4 		$342K Buy
5,892
+52
+0.9% +$3.02K 0.06% 269
2025
Q3 		$336K Buy
5,840
+28
+0.5% +$1.55K 0.07% 247
2025
Q2 		$316K Sell
5,812
-66
-1% -$3.4K 0.07% 211
2025
Q1 		$304K Buy
5,878
+232
+4% +$12.9K 0.09% 199
2024
Q4 		$318K Sell
5,646
-4,635
-45% -$260K 0.11% 178
2024
Q3 		$565K Sell
10,281
-2,257
-18% -$121K 0.2% 124
2024
Q2 		$696K Buy
12,538
+3,678
+42% +$198K 0.25% 102
2024
Q1 		$481K Sell
8,860
-11,073
-56% -$578K 0.32% 76
2023
Q4 		$953K Sell
19,933
-25,018
-56% -$1.21M 0.71% 30
2023
Q3 		$2.08M Sell
44,951
-6,710
-13% -$323K 1.65% 14
2023
Q2 		$2.5M Sell
51,661
-7,636
-13% -$353K 1.9% 11
2023
Q1 		$2.67M Buy
59,297
+10,267
+21% +$440K 1.45% 12
2022
Q4 		$2M Buy
49,030
+22,035
+82% +$937K 2.04% 9
2022
Q3 		$1.12M Buy
26,995
+14,322
+113% +$670K 1.23% 17
2022
Q2 		$579K Buy
+12,673
New +$599K 0.65% 41

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

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

Interchange Capital Partners reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.24% in Q1 2026, selling an estimated $810 and leaving 5,878 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #197.

Interchange Capital Partners first reported a position in JEPQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.67M in Q1 2023. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Interchange Capital Partners held 5,878 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $304K as of Q1 2026.
  • Interchange Capital Partners sold 14 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $810.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Interchange Capital Partners's portfolio in Q1 2026, its #197 holding.
  • Interchange Capital Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and has held it in 16 quarters since.
  • Interchange Capital Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.67M in Q1 2023.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.