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

Lodestar Private 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 Q1	$248K	Hold	4,459	–	–	0.02%	213
2025 Q4	$259K	Sell	4,459 -171	-4%	-$9.94K	0.03%	201
2025 Q3	$266K	Hold	4,630	–	–	0.03%	199
2025 Q2	$252K	Hold	4,630	–	–	0.03%	203
2025 Q1	$240K	Hold	4,630	–	–	0.03%	199
2024 Q4	$261K	Hold	4,630	–	–	0.03%	188
2024 Q3	$254K	Buy	4,630 +1,000	+28%	+$53.6K	0.03%	196
2024 Q2	$201K	Buy	+3,630	New	+$195K	0.03%	205

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

Lodestar Private Asset Management's JEPQ Position: Q1 2026 in Review

Lodestar Private Asset Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q1 2026 at 4,459 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #213.

Lodestar Private Asset Management first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $266K in Q3 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Lodestar Private Asset Management held 4,459 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $248K as of Q1 2026.
Lodestar Private Asset Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q1 2026, its #213 holding.
Lodestar Private Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
Lodestar Private Asset Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $266K in Q3 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.