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JEPQ icon

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

NBT Bank’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
Q1 		$262K Buy
4,725
+2,725
+136% +$158K 0.02% 344
2025
Q4 		$116K Hold
2,000
– – 0.01% 406
2025
Q3 		$115K Hold
2,000
– – 0.01% 406
2025
Q2 		$109K Hold
2,000
– – 0.01% 413
2025
Q1 		$104K Hold
2,000
– – 0.01% 417
2024
Q4 		$113K Buy
2,000
+1,000
+100% +$56.1K 0.01% 417
2024
Q3 		$54.9K Buy
+1,000
New +$53.6K ﹤0.01% 512

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NBT Bank's JEPQ Position: Q1 2026 in Review

NBT Bank increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 136% in Q1 2026, buying an estimated $158K and bringing the position to 4,725 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #344.

NBT Bank first reported a position in JEPQ in Q3 2024 and has held it in 7 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • NBT Bank held 4,725 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $262K as of Q1 2026.
  • NBT Bank bought 2,725 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $158K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of NBT Bank's portfolio in Q1 2026, its #344 holding.
  • NBT Bank first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.