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

Morse 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 		$11.6M Buy
189,118
+11,741
+7% +$697K 1.92% 12
2026
Q1 		$9.85M Buy
177,377
+23,872
+16% +$1.38M 2.05% 11
2025
Q4 		$8.92M Buy
153,505
+1,752
+1% +$102K 1.78% 12
2025
Q3 		$8.73M Buy
151,753
+8,461
+6% +$470K 1.74% 11
2025
Q2 		$7.8M Buy
143,292
+44,078
+44% +$2.27M 1.71% 14
2025
Q1 		$5.14M Buy
99,214
+32,933
+50% +$1.83M 1.3% 25
2024
Q4 		$3.74M Buy
66,281
+629
+1% +$35.3K 0.85% 36
2024
Q3 		$3.61M Buy
65,652
+31,137
+90% +$1.67M 0.78% 34
2024
Q2 		$1.92M Buy
34,515
+23,370
+210% +$1.26M 0.46% 54
2024
Q1 		$605K Buy
11,145
+3,645
+49% +$190K 0.15% 100
2023
Q4 		$374K Buy
+7,500
New +$362K 0.11% 114

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

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

Morse Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6.6% in Q2 2026, buying an estimated $697K and bringing the position to 189,118 shares worth $11.6M. The position accounts for 1.92% of the portfolio, ranked #12.

Morse Asset Management first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Morse Asset Management held 189,118 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $11.6M as of Q2 2026.
  • Morse Asset Management bought 11,741 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $697K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.92% of Morse Asset Management's portfolio in Q2 2026, its #12 holding.
  • Morse Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 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 Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.