Kovitz Investment Group Partners
JEPQ icon

Kovitz Investment Group Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Kovitz Investment Group Partners’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 		$370K Buy
+6,013
New +$357K 0.01% 414
2025
Q4 		– Sell
-5,217
Closed -$300K – 910
2025
Q3 		$300K Sell
5,217
-612
-10% -$34K ﹤0.01% 1202
2025
Q2 		$317K Buy
+5,829
New +$300K ﹤0.01% 1122

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

Kovitz Investment Group Partners's JEPQ Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 6,013 shares worth $370K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in JEPQ as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in JEPQ in Q2 2025 and has held it in 3 quarters since. 1,023 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Kovitz Investment Group Partners held 6,013 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $370K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Kovitz Investment Group Partners position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #414 holding.
  • Kovitz Investment Group Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,023 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.