Kingstone Capital Partners Texas’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Kingstone Capital Partners Texas’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	$4.54M	Buy	81,812 +15,250	+23%	+$882K	2.8%	11
2025 Q4	$3.87M	Buy	66,562 +387	+0.6%	+$22.5K	2.26%	13
2025 Q3	$3.81M	Buy	66,175 +2,480	+4%	+$138K	2.21%	15
2025 Q2	$3.46M	Sell	63,695 -22,468	-26%	-$1.16M	2.26%	14
2025 Q1	$4.46M	Buy	+86,163	New	+$4.8M	3.59%	9

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

Kingstone Capital Partners Texas's JEPQ Position: Q1 2026 in Review

Kingstone Capital Partners Texas increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 23% in Q1 2026, buying an estimated $882K and bringing the position to 81,812 shares worth $4.54M. The position accounts for 2.8% of the portfolio, ranked #11.

Kingstone Capital Partners Texas first reported a position in JEPQ in Q1 2025 and has held it in 5 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Kingstone Capital Partners Texas held 81,812 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.54M as of Q1 2026.
Kingstone Capital Partners Texas bought 15,250 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $882K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.8% of Kingstone Capital Partners Texas's portfolio in Q1 2026, its #11 holding.
Kingstone Capital Partners Texas first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q1 2026, filed 6 May 2026.