KeyBank National Association’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

KeyBank National Association’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	$502K	Buy	8,162 +2,423	+42%	+$144K	﹤0.01%	921
2026 Q1	$319K	Hold	5,739	–	–	﹤0.01%	1018
2025 Q4	$334K	Hold	5,739	–	–	﹤0.01%	981
2025 Q3	$330K	Sell	5,739 -628	-10%	-$34.9K	﹤0.01%	960
2025 Q2	$346K	Buy	6,367 +579	+10%	+$29.8K	﹤0.01%	925
2025 Q1	$300K	Buy	5,788 +49	+0.9%	+$2.73K	﹤0.01%	967
2024 Q4	$324K	Hold	5,739	–	–	﹤0.01%	967
2024 Q3	$315K	Hold	5,739	–	–	﹤0.01%	955
2024 Q2	$319K	Hold	5,739	–	–	﹤0.01%	915
2024 Q1	$311K	Hold	5,739	–	–	﹤0.01%	922
2023 Q4	$287K	Hold	5,739	–	–	﹤0.01%	941
2023 Q3	$269K	Buy	+5,739	New	+$276K	﹤0.01%	893

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

KeyBank National Association's JEPQ Position: Q2 2026 in Review

KeyBank National Association increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 42% in Q2 2026, buying an estimated $144K and bringing the position to 8,162 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

KeyBank National Association first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

KeyBank National Association held 8,162 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $502K as of Q2 2026.
KeyBank National Association bought 2,423 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $144K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #921 holding.
KeyBank National Association first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.