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JEPQ icon

Legacy Bridge’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Legacy Bridge’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 		$922 Hold
15
– – ﹤0.01% 319
2026
Q1 		$833 Hold
15
– – ﹤0.01% 316
2025
Q4 		$872 Hold
15
– – ﹤0.01% 449
2025
Q3 		$863 Hold
15
– – ﹤0.01% 304
2025
Q2 		$816 Buy
+15
New +$773 ﹤0.01% 289

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

Legacy Bridge's JEPQ Position: Q2 2026 in Review

Legacy Bridge held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 15 shares worth $922. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Legacy Bridge first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Legacy Bridge held 15 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $922 as of Q2 2026.
  • Legacy Bridge left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q2 2026, its #319 holding.
  • Legacy Bridge first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.