McDonald Partners
JEPQ icon

McDonald Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

McDonald Partners’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
Q3 		$2.44M Buy
39,762
+631
+2% +$37.6K 0.58% 53
2026
Q2 		$2.4M Buy
39,131
+7,525
+24% +$447K 0.58% 55
2026
Q1 		$1.75M Sell
31,606
-2,353
-7% -$136K 0.41% 68
2025
Q4 		$1.97M Buy
33,959
+6,109
+22% +$355K 0.62% 48
2025
Q3 		$1.6M Sell
27,850
-1,347
-5% -$74.8K 0.48% 55
2025
Q2 		$1.59M Buy
29,197
+248
+0.9% +$12.8K 0.38% 79
2025
Q1 		$1.5M Buy
28,949
+9,076
+46% +$506K 0.39% 78
2024
Q4 		$1.12M Buy
19,873
+788
+4% +$44.2K 0.29% 101
2024
Q3 		$1.05M Buy
19,085
+949
+5% +$50.9K 0.26% 106
2024
Q2 		$1.01M Buy
18,136
+1,149
+7% +$61.8K 0.27% 100
2024
Q1 		$921K Buy
16,987
+4,714
+38% +$246K 0.25% 108
2023
Q4 		$613K Buy
12,273
+1,093
+10% +$52.8K 0.18% 141
2023
Q3 		$525K Buy
11,180
+990
+10% +$47.7K 0.17% 142
2023
Q2 		$493K Buy
10,190
+168
+2% +$7.77K 0.15% 156
2023
Q1 		$452K Buy
10,022
+2,000
+25% +$85.7K 0.15% 157
2022
Q4 		$327K Buy
+8,022
New +$341K 0.11% 176

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

McDonald Partners's JEPQ Position: Q3 2026 in Review

McDonald Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.6% in Q3 2026, buying an estimated $37.6K and bringing the position to 39,762 shares worth $2.44M. The position accounts for 0.58% of the portfolio, ranked #53.

McDonald Partners first reported a position in JEPQ in Q4 2022 and has held it in 16 quarters since. 864 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • McDonald Partners held 39,762 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.44M as of Q3 2026.
  • McDonald Partners bought 631 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $37.6K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.58% of McDonald Partners's portfolio in Q3 2026, its #53 holding.
  • McDonald Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 16 quarters since.
  • 864 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.