Mather Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Mather Group’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	$3.33K	Buy	+60	New	+$3.47K	﹤0.01%	1636
2025 Q4	–	Sell	-50	Closed	-$2.88K	–	1167
2025 Q3	$2.88K	Buy	+50	New	+$2.77K	﹤0.01%	1490
2025 Q2	–	Sell	-126	Closed	-$6.52K	–	1187
2025 Q1	$6.52K	Buy	126 +36	+40%	+$2K	﹤0.01%	1352
2024 Q4	$5.07K	Hold	90	–	–	﹤0.01%	1378
2024 Q3	$4.94K	Buy	+90	New	+$4.83K	﹤0.01%	1303

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

Mather Group's JEPQ Position: Q1 2026 in Review

Mather Group opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026: 60 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #1636 among its holdings. This is a return to the name: Mather Group previously reported a position in JEPQ as recently as Q3 2025.

Mather Group first reported a position in JEPQ in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.52K in Q1 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Mather Group held 60 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.33K as of Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Mather Group position in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1636 holding.
Mather Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 5 quarters since.
Mather Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.52K in Q1 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.