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	$51.1M	Buy	832,100 +20,800	+3%	+$1.23M	﹤0.01%	1488
2026 Q1	$45M	Buy	811,300 +271,700	+50%	+$15.7M	0.01%	1374
2025 Q4	$31.4M	Buy	539,600 +251,900	+88%	+$14.6M	﹤0.01%	1778
2025 Q3	$16.5M	Sell	287,700 -99,200	-26%	-$5.51M	﹤0.01%	2409
2025 Q2	$21M	Sell	386,900 -2,400	-0.6%	-$124K	﹤0.01%	1957
2025 Q1	$20.2M	Buy	+389,300	New	+$21.7M	﹤0.01%	1731

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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.