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

MOTCO’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 Q3	$25.2K	Buy	+411	New	+$24.5K	﹤0.01%	409

Other funds holding JEPQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

MOTCO's JEPQ Position: Q3 2026 in Review

MOTCO opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 411 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings.

761 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

MOTCO held 411 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $25.2K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new MOTCO position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #409 holding.
761 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.