JY
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Jeff Yass’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Jeff Yass’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 		$5.26M Buy
85,632
+64,232
+300% +$3.81M ﹤0.01% 4517
2026
Q1 		$1.19M Sell
21,400
-161,563
-88% -$9.34M ﹤0.01% 7443
2025
Q4 		$10.6M Buy
182,963
+81,363
+80% +$4.73M ﹤0.01% 2961
2025
Q3 		$5.84M Sell
101,600
-285,829
-74% -$15.9M ﹤0.01% 3831
2025
Q2 		$21.1M Sell
387,429
-100,558
-21% -$5.18M ﹤0.01% 1954
2025
Q1 		$25.3M Buy
487,987
+264,199
+118% +$14.7M ﹤0.01% 1535
2024
Q4 		$12.6M Sell
223,788
-562,294
-72% -$31.6M ﹤0.01% 2364
2024
Q3 		$43.2M Buy
786,082
+427,186
+119% +$22.9M 0.01% 1194
2024
Q2 		$19.9M Buy
358,896
+315,919
+735% +$17M ﹤0.01% 1731
2024
Q1 		$2.33M Buy
42,977
+23,436
+120% +$1.22M ﹤0.01% 4990
2023
Q4 		$976K Buy
+19,541
New +$943K ﹤0.01% 7052
2023
Q2 		– Sell
-71,844
Closed -$3.24M – 12623
2023
Q1 		$3.24M Buy
+71,844
New +$3.08M ﹤0.01% 4176
2022
Q4 		– Sell
-61,824
Closed -$2.58M – 13047
2022
Q3 		$2.58M Buy
61,824
+41,934
+211% +$1.96M ﹤0.01% 4399
2022
Q2 		$910K Buy
+19,890
New +$941K ﹤0.01% 6762

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jeff Yass's JEPQ Position: Q2 2026 in Review

Jeff Yass increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 300% in Q2 2026, buying an estimated $3.81M and bringing the position to 85,632 shares worth $5.26M. The position accounts for ﹤0.01% of the portfolio, ranked #4517.

Jeff Yass first reported a position in JEPQ in Q2 2022 and has held it in 14 quarters since. The position peaked at $43.2M in Q3 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Jeff Yass held 85,632 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.26M as of Q2 2026.
  • Jeff Yass bought 64,232 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.81M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4517 holding.
  • Jeff Yass first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and has held it in 14 quarters since.
  • Jeff Yass's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $43.2M in Q3 2024.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.