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Joel Greenblatt’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Joel Greenblatt’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 		$2.85M Buy
46,400
+26,326
+131% +$1.56M 0.01% 1070
2026
Q1 		$1.11M Hold
20,074
– – ﹤0.01% 1275
2025
Q4 		$1.17M Buy
20,074
+7,186
+56% +$418K ﹤0.01% 1216
2025
Q3 		$741K Hold
12,888
– – ﹤0.01% 1290
2025
Q2 		$701K Buy
+12,888
New +$664K ﹤0.01% 1235

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

Joel Greenblatt's JEPQ Position: Q2 2026 in Review

Joel Greenblatt increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 131% in Q2 2026, buying an estimated $1.56M and bringing the position to 46,400 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #1070.

Joel Greenblatt first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Joel Greenblatt held 46,400 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.85M as of Q2 2026.
  • Joel Greenblatt bought 26,326 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.56M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1070 holding.
  • Joel Greenblatt first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.