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Lowe Brockenbrough & Co’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Lowe Brockenbrough & Co’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 		– Sell
-6,013
Closed -$349K – 332
2025
Q4 		$349K Buy
6,013
+2,087
+53% +$121K 0.02% 240
2025
Q3 		$226K Buy
+3,926
New +$218K 0.01% 276

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lowe Brockenbrough & Co's JEPQ Position: Q1 2026 in Review

Lowe Brockenbrough & Co sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 6,013 shares — an estimated $349K sold.

Lowe Brockenbrough & Co first reported a position in JEPQ in Q3 2025 and held it in 2 quarters. The position peaked at $349K in Q4 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Lowe Brockenbrough & Co reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 6,013 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $349K.
  • Lowe Brockenbrough & Co first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and held it in 2 quarters.
  • Lowe Brockenbrough & Co's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $349K in Q4 2025.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.