Koshinski Asset Management
JEPQ icon

Koshinski Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Koshinski Asset 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
Q2 		$3.86M Buy
62,757
+18,649
+42% +$1.11M 0.21% 107
2026
Q1 		$2.45M Buy
44,108
+5,114
+13% +$296K 0.15% 139
2025
Q4 		$2.27M Sell
38,994
-5,614
-13% -$326K 0.15% 138
2025
Q3 		$2.57M Buy
44,608
+13,070
+41% +$725K 0.17% 127
2025
Q2 		$1.72M Buy
31,538
+10,379
+49% +$535K 0.13% 161
2025
Q1 		$1.1M Sell
21,159
-479
-2% -$26.7K 0.09% 223
2024
Q4 		$1.22B Buy
21,638
+975
+5% +$54.7K 0.1% 198
2024
Q3 		$1.13M Sell
20,663
-847
-4% -$45.4K 0.1% 218
2024
Q2 		$1.2M Buy
21,510
+12,897
+150% +$693K 0.11% 183
2024
Q1 		$467K Buy
8,613
+4,091
+90% +$214K 0.05% 332
2023
Q4 		$226K Sell
4,522
-14,479
-76% -$699K 0.03% 451
2023
Q3 		$892K Buy
19,001
+858
+5% +$41.3K 0.1% 208
2023
Q2 		$878K Buy
18,143
+7,540
+71% +$349K 0.09% 220
2023
Q1 		$478K Buy
+10,603
New +$454K 0.05% 338

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Koshinski Asset Management's JEPQ Position: Q2 2026 in Review

Koshinski Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 42% in Q2 2026, buying an estimated $1.11M and bringing the position to 62,757 shares worth $3.86M. The position accounts for 0.21% of the portfolio, ranked #107.

Koshinski Asset Management first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.22B in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Koshinski Asset Management held 62,757 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.86M as of Q2 2026.
  • Koshinski Asset Management bought 18,649 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.11M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.21% of Koshinski Asset Management's portfolio in Q2 2026, its #107 holding.
  • Koshinski Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Koshinski Asset Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.22B in Q4 2024.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.