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MJP Associates’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

MJP Associates’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 		– Sell
-7,361
Closed -$409K – 246
2026
Q1 		$409K Buy
7,361
+125
+2% +$7.23K 0.05% 129
2025
Q4 		$421K Buy
7,236
+307
+4% +$17.8K 0.05% 146
2025
Q3 		$399K Buy
+6,929
New +$385K 0.05% 157
2024
Q3 		– Sell
-3,608
Closed -$200K – 235
2024
Q2 		$200K Sell
3,608
-627
-15% -$33.7K 0.04% 227
2024
Q1 		$230K Buy
+4,235
New +$221K 0.05% 207

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

MJP Associates's JEPQ Position: Q2 2026 in Review

MJP Associates sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 7,361 shares — an estimated $409K sold.

MJP Associates first reported a position in JEPQ in Q1 2024 and held it in 5 quarters. The position peaked at $421K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • MJP Associates reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • MJP Associates sold 7,361 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $409K.
  • MJP Associates first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and held it in 5 quarters.
  • MJP Associates's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $421K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.