Ken Fisher’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Ken Fisher’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	$348K	Buy	6,269 +1,864	+42%	+$108K	﹤0.01%	877
2025 Q4	$256K	Buy	+4,405	New	+$256K	﹤0.01%	929
2025 Q2	–	Sell	-20,156	Closed	-$1.04M	–	1038
2025 Q1	$1.04M	Buy	+20,156	New	+$1.12M	﹤0.01%	675
2024 Q4	–	Sell	-7,936	Closed	-$436K	–	995
2024 Q3	$436K	Buy	7,936 +1,204	+18%	+$64.6K	﹤0.01%	779
2024 Q2	$374K	Sell	6,732 -341	-5%	-$18.3K	﹤0.01%	837
2024 Q1	$384K	Buy	+7,073	New	+$369K	﹤0.01%	820

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

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

Ken Fisher's JEPQ Position: Q1 2026 in Review

Ken Fisher increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 42% in Q1 2026, buying an estimated $108K and bringing the position to 6,269 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Ken Fisher first reported a position in JEPQ in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Ken Fisher held 6,269 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $348K as of Q1 2026.
Ken Fisher bought 1,864 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $108K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #877 holding.
Ken Fisher first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 6 quarters since.
Ken Fisher's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.04M in Q1 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.