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

Milestone Asset Management’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 		$7.83M Buy
127,319
+1,064
+0.8% +$63.1K 1.23% 13
2026
Q1 		$7.01M Buy
126,255
+4,970
+4% +$287K 1.29% 10
2025
Q4 		$7.05M Buy
121,285
+4,595
+4% +$267K 1.33% 18
2025
Q3 		$6.71M Buy
116,690
+15,517
+15% +$861K 1.27% 14
2025
Q2 		$5.5M Buy
101,173
+11,039
+12% +$569K 1.16% 18
2025
Q1 		$4.67M Buy
90,134
+417
+0.5% +$23.2K 0.99% 20
2024
Q4 		$5.06M Sell
89,717
-20,812
-19% -$1.17M 1.11% 21
2024
Q3 		$6.07M Buy
110,529
+40,907
+59% +$2.19M 1.36% 16
2024
Q2 		$3.86M Buy
69,622
+7,707
+12% +$414K 0.97% 26
2024
Q1 		$3.36M Buy
+61,915
New +$3.23M 0.96% 29
2023
Q2 		– Sell
-53,232
Closed -$2.4M – 70
2023
Q1 		$2.4M Buy
+53,232
New +$2.28M 1.37% 20

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Asset Management's JEPQ Position: Q2 2026 in Review

Milestone Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.84% in Q2 2026, buying an estimated $63.1K and bringing the position to 127,319 shares worth $7.83M. The position accounts for 1.23% of the portfolio, ranked #13.

Milestone Asset Management first reported a position in JEPQ in Q1 2023 and has held it in 11 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Milestone Asset Management held 127,319 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $7.83M as of Q2 2026.
  • Milestone Asset Management bought 1,064 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $63.1K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.23% of Milestone Asset Management's portfolio in Q2 2026, its #13 holding.
  • Milestone Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 11 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.