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 Q2	$274K	Hold	4,459	–	–	0.02%	199
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 $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lodestar Private Asset Management's JEPQ Position: Q2 2026 in Review

Lodestar Private Asset Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 4,459 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #199.

Lodestar Private Asset Management first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Lodestar Private Asset Management held 4,459 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $274K as of Q2 2026.
Lodestar Private Asset Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #199 holding.
Lodestar Private Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.