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

NewEdge Advisors’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 		$30.7M Buy
553,800
+42,440
+8% +$2.45M 0.11% 190
2025
Q4 		$29.7M Sell
511,360
-12,114
-2% -$704K 0.11% 182
2025
Q3 		$30.1M Buy
523,474
+47,521
+10% +$2.64M 0.14% 148
2025
Q2 		$25.9M Buy
475,953
+181,778
+62% +$9.37M 0.13% 152
2025
Q1 		$15.2M Sell
294,175
-68,967
-19% -$3.84M 0.09% 225
2024
Q4 		$20.5M Buy
363,142
+98,947
+37% +$5.55M 0.12% 170
2024
Q3 		$14.5M Buy
264,195
+21,547
+9% +$1.16M 0.09% 220
2024
Q2 		$13.5M Buy
242,648
+119,261
+97% +$6.41M 0.1% 207
2024
Q1 		$6.69M Buy
123,387
+12,988
+12% +$678K 0.06% 314
2023
Q4 		$5.59M Buy
110,399
+33,898
+44% +$1.64M 0.05% 328
2023
Q3 		$3.59M Buy
76,501
+43,297
+130% +$2.09M 0.04% 403
2023
Q2 		$1.61M Buy
33,204
+26,662
+408% +$1.23M 0.02% 671
2023
Q1 		$295K Buy
6,542
+1,242
+23% +$53.2K ﹤0.01% 1384
2022
Q4 		$216K Buy
+5,300
New +$225K 0.01% 1156

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

NewEdge Advisors's JEPQ Position: Q1 2026 in Review

NewEdge Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.3% in Q1 2026, buying an estimated $2.45M and bringing the position to 553,800 shares worth $30.7M. The position accounts for 0.11% of the portfolio, ranked #190.

NewEdge Advisors first reported a position in JEPQ in Q4 2022 and has held it in 14 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • NewEdge Advisors held 553,800 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $30.7M as of Q1 2026.
  • NewEdge Advisors bought 42,440 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $2.45M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of NewEdge Advisors's portfolio in Q1 2026, its #190 holding.
  • NewEdge Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.