MML Investors Services
JEPQ icon

MML Investors Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

MML Investors Services’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 		$101M Buy
1,648,740
+460,869
+39% +$27.3M 0.21% 102
2026
Q1 		$66M Sell
1,187,871
-155,805
-12% -$9.01M 0.18% 114
2025
Q4 		$78.1M Buy
1,343,676
+178,169
+15% +$10.4M 0.19% 103
2025
Q3 		$67M Sell
1,165,507
-56,095
-5% -$3.11M 0.18% 115
2025
Q2 		$66.5M Buy
1,221,602
+102,489
+9% +$5.28M 0.19% 105
2025
Q1 		$57.9M Buy
1,119,113
+99,243
+10% +$5.53M 0.19% 108
2024
Q4 		$57.5M Buy
1,019,870
+236,556
+30% +$13.3M 0.2% 102
2024
Q3 		$43M Buy
783,314
+84,464
+12% +$4.53M 0.16% 145
2024
Q2 		$38.8M Buy
698,850
+32,772
+5% +$1.76M 0.16% 140
2024
Q1 		$36.1M Buy
666,078
+46,531
+8% +$2.43M 0.15% 156
2023
Q4 		$30.9M Buy
619,547
+165,621
+36% +$7.99M 0.14% 166
2023
Q3 		$21.3M Buy
453,926
+362,951
+399% +$17.5M 0.12% 189
2023
Q2 		$4.4M Buy
90,975
+36,746
+68% +$1.7M 0.02% 581
2023
Q1 		$2.44M Buy
54,229
+39,586
+270% +$1.7M 0.02% 701
2022
Q4 		$597K Buy
14,643
+9,024
+161% +$384K ﹤0.01% 1417
2022
Q3 		$234K Buy
+5,619
New +$263K ﹤0.01% 1831

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 22.9% 1-Year Est. Return

MML Investors Services's JEPQ Position: Q2 2026 in Review

MML Investors Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 39% in Q2 2026, buying an estimated $27.3M and bringing the position to 1,648,740 shares worth $101M. The position accounts for 0.21% of the portfolio, ranked #102.

MML Investors Services first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • MML Investors Services held 1,648,740 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $101M as of Q2 2026.
  • MML Investors Services bought 460,869 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $27.3M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.21% of MML Investors Services's portfolio in Q2 2026, its #102 holding.
  • MML Investors Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.