Jim Simons’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Jim Simons’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	$5.7M	Buy	+102,614	New	+$5.93M	0.01%	1310
2025 Q2	–	Sell	-15,900	Closed	-$823K	–	3727
2025 Q1	$823K	Sell	15,900 -166,400	-91%	-$9.27M	﹤0.01%	2525
2024 Q4	$10.3M	Buy	+182,300	New	+$10.2M	0.02%	993
2024 Q3	–	Sell	-152,036	Closed	-$8.44M	–	3713
2024 Q2	$8.44M	Buy	152,036 +30,536	+25%	+$1.64M	0.01%	1019
2024 Q1	$6.59M	Sell	121,500 -62,800	-34%	-$3.28M	0.01%	1241
2023 Q4	$9.2M	Buy	+184,300	New	+$8.9M	0.01%	991
2023 Q3	–	Sell	-232,700	Closed	-$11.3M	–	3895
2023 Q2	$11.3M	Buy	232,700 +143,900	+162%	+$6.65M	0.02%	963
2023 Q1	$4M	Buy	88,800 +21,014	+31%	+$900K	0.01%	1607
2022 Q4	$2.77M	Sell	67,786 -2,914	-4%	-$124K	﹤0.01%	1878
2022 Q3	$2.94M	Buy	+70,700	New	+$3.31M	﹤0.01%	1772

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's JEPQ Position: Q1 2026 in Review

Jim Simons opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026: 102,614 shares worth $5.7M. The stake represents 0.01% of the portfolio and ranks #1310 among its holdings. This is a return to the name: Jim Simons previously reported a position in JEPQ as recently as Q1 2025.

Jim Simons first reported a position in JEPQ in Q3 2022 and has held it in 10 quarters since. The position peaked at $11.3M in Q2 2023. 964 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Jim Simons held 102,614 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.7M as of Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Jim Simons position in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1310 holding.
Jim Simons first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 10 quarters since.
Jim Simons's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $11.3M in Q2 2023.
964 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.