Milestone Asset Management Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Milestone Asset Management 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	$352K	Sell	6,338 -174	-3%	-$10.1K	0.21%	92
2025 Q4	$378K	Buy	+6,512	New	+$378K	0.21%	87

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

Milestone Asset Management Group's JEPQ Position: Q1 2026 in Review

Milestone Asset Management Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.7% in Q1 2026, selling an estimated $10.1K and leaving 6,338 shares worth $352K. The position accounts for 0.21% of the portfolio, ranked #92.

Milestone Asset Management Group first reported a position in JEPQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $378K in Q4 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Milestone Asset Management Group held 6,338 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $352K as of Q1 2026.
Milestone Asset Management Group sold 174 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $10.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.21% of Milestone Asset Management Group's portfolio in Q1 2026, its #92 holding.
Milestone Asset Management Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
Milestone Asset Management Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $378K in Q4 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.