Key Capital Management
JEPQ icon

Key Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Key Capital Management’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
Q3 		$25.4K Sell
414
-210
-34% -$12.5K 0.01% 287
2026
Q2 		$38.4K Buy
+624
New +$37K 0.02% 193

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Key Capital Management's JEPQ Position: Q3 2026 in Review

Key Capital Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 34% in Q3 2026, selling an estimated $12.5K and leaving 414 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #287.

Key Capital Management first reported a position in JEPQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $38.4K in Q2 2026. 863 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Key Capital Management held 414 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $25.4K as of Q3 2026.
  • Key Capital Management sold 210 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $12.5K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #287 holding.
  • Key Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Key Capital Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $38.4K in Q2 2026.
  • 863 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.