Mercer Global Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Mercer Global Advisors’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	$1.64M	Sell	29,626 -11,297	-28%	-$653K	﹤0.01%	1289
2025 Q4	$2.38M	Buy	40,923 +17,526	+75%	+$1.02M	﹤0.01%	1028
2025 Q3	$1.35M	Buy	23,397 +2,035	+10%	+$113K	﹤0.01%	1230
2025 Q2	$1.16M	Sell	21,362 -270	-1%	-$13.9K	﹤0.01%	1134
2025 Q1	$1.12M	Sell	21,632 -3,004	-12%	-$167K	﹤0.01%	1087
2024 Q4	$1.39M	Sell	24,636 -3,510	-12%	-$197K	﹤0.01%	948
2024 Q3	$1.53M	Buy	28,146 +6,972	+33%	+$374K	﹤0.01%	856
2024 Q2	$1.18M	Sell	21,174 -1,016	-5%	-$54.6K	﹤0.01%	900
2024 Q1	$1.2M	Buy	22,190 +16,939	+323%	+$885K	﹤0.01%	890
2023 Q4	$262K	Buy	+5,251	New	+$253K	﹤0.01%	1693
2023 Q3	–	Sell	-4,234	Closed	-$205K	–	2007
2023 Q2	$205K	Buy	+4,234	New	+$196K	﹤0.01%	1734

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

Mercer Global Advisors's JEPQ Position: Q1 2026 in Review

Mercer Global Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 28% in Q1 2026, selling an estimated $653K and leaving 29,626 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Mercer Global Advisors first reported a position in JEPQ in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.38M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Mercer Global Advisors held 29,626 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.64M as of Q1 2026.
Mercer Global Advisors sold 11,297 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $653K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1289 holding.
Mercer Global Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 11 quarters since.
Mercer Global Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.38M in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.