John Overdeck’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

John Overdeck’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	$6.65M	Sell	108,200 -980,500	-90%	-$58.2M	﹤0.01%	1868
2026 Q1	$60.4M	Buy	1,088,700 +1,081,000	+14,039%	+$62.5M	0.05%	420
2025 Q4	$448K	Sell	7,700 -172,600	-96%	-$10M	﹤0.01%	3371
2025 Q3	$10.4M	Sell	180,300 -224,100	-55%	-$12.4M	0.02%	941
2025 Q2	$22M	Buy	404,400 +384,500	+1,932%	+$19.8M	0.04%	519
2025 Q1	$1.03M	Sell	19,900 -234,900	-92%	-$13.1M	﹤0.01%	2160
2024 Q4	$14.4M	Buy	+254,800	New	+$14.3M	0.03%	610
2023 Q4	–	Sell	-22,200	Closed	-$1.04M	–	3258
2023 Q3	$1.04M	Buy	+22,200	New	+$1.07M	﹤0.01%	1907

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

John Overdeck's JEPQ Position: Q2 2026 in Review

John Overdeck reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 90% in Q2 2026, selling an estimated $58.2M and leaving 108,200 shares worth $6.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

John Overdeck first reported a position in JEPQ in Q3 2023 and has held it in 8 quarters since. The position peaked at $60.4M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

John Overdeck held 108,200 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.65M as of Q2 2026.
John Overdeck sold 980,500 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $58.2M.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1868 holding.
John Overdeck first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 8 quarters since.
John Overdeck's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $60.4M in Q1 2026.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.