Means Investment Company’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Means Investment Company’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	$477K	Buy	7,761 +200	+3%	+$11.9K	0.04%	134
2026 Q1	$420K	Sell	7,561 -3,025	-29%	-$175K	0.04%	138
2025 Q4	$615K	Sell	10,586 -2,019	-16%	-$117K	0.05%	112
2025 Q3	$725K	Sell	12,605 -865	-6%	-$48K	0.06%	104
2025 Q2	$733K	Sell	13,470 -860	-6%	-$44.3K	0.07%	104
2025 Q1	$742K	Sell	14,330 -1,245	-8%	-$69.3K	0.08%	104
2024 Q4	$878K	Buy	15,575 +1,487	+11%	+$83.5K	0.09%	104
2024 Q3	$774K	Buy	14,088 +1,364	+11%	+$73.2K	0.09%	104
2024 Q2	$706K	Buy	12,724 +5,072	+66%	+$273K	0.08%	105
2024 Q1	$415K	Buy	7,652 +79	+1%	+$4.13K	0.05%	137
2023 Q4	$378K	Buy	+7,573	New	+$366K	0.05%	140

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

Means Investment Company's JEPQ Position: Q2 2026 in Review

Means Investment Company increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.6% in Q2 2026, buying an estimated $11.9K and bringing the position to 7,761 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #134.

Means Investment Company first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $878K in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Means Investment Company held 7,761 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $477K as of Q2 2026.
Means Investment Company bought 200 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $11.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Means Investment Company's portfolio in Q2 2026, its #134 holding.
Means Investment Company first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Means Investment Company's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $878K in Q4 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.