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

MidWestOne Financial 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
2025
Q4 		$2.04M Buy
35,161
+340
+1% +$19.8K 0.23% 90
2025
Q3 		$2M Buy
34,821
+36
+0.1% +$2K 0.24% 92
2025
Q2 		$1.89M Buy
34,785
+2,945
+9% +$152K 0.25% 91
2025
Q1 		$1.65M Buy
+31,840
New +$1.77M 0.23% 99

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MidWestOne Financial Group's JEPQ Position: Q4 2025 in Review

MidWestOne Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.98% in Q4 2025, buying an estimated $19.8K and bringing the position to 35,161 shares worth $2.04M. The position accounts for 0.23% of the portfolio, ranked #90.

MidWestOne Financial Group first reported a position in JEPQ in Q1 2025 and has held it in 4 quarters since. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

  • MidWestOne Financial Group held 35,161 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.04M as of Q4 2025.
  • MidWestOne Financial Group bought 340 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $19.8K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.23% of MidWestOne Financial Group's portfolio in Q4 2025, its #90 holding.
  • MidWestOne Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 4 quarters since.
  • 937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.