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

NewEdge Wealth’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	$2.2M	Buy	35,834 +16,138	+82%	+$958K	0.02%	436
2026 Q1	$1.09M	Buy	19,696 +2,861	+17%	+$165K	0.01%	601
2025 Q4	$978K	Sell	16,835 -210	-1%	-$12.2K	0.01%	642
2025 Q3	$998K	Sell	17,045 -802	-4%	-$44.5K	0.01%	572
2025 Q2	$981K	Sell	17,847 -16,029	-47%	-$826K	0.02%	537
2025 Q1	$1.75M	Sell	33,876 -49,298	-59%	-$2.75M	0.03%	373
2024 Q4	$4.69M	Buy	83,174 +5,235	+7%	+$294K	0.08%	199
2024 Q3	$4.28M	Buy	77,939 +5,986	+8%	+$321K	0.08%	216
2024 Q2	$3.99M	Sell	71,953 -22,929	-24%	-$1.23M	0.09%	198
2024 Q1	$4.92M	Buy	94,882 +75,722	+395%	+$3.95M	0.11%	165
2023 Q4	$957K	Buy	19,160 +946	+5%	+$45.7K	0.02%	406
2023 Q3	$855K	Buy	18,214 +7,792	+75%	+$375K	0.03%	379
2023 Q2	$504K	Buy	+10,422	New	+$482K	0.02%	456

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Wealth's JEPQ Position: Q2 2026 in Review

NewEdge Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 82% in Q2 2026, buying an estimated $958K and bringing the position to 35,834 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #436.

NewEdge Wealth first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.92M in Q1 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

NewEdge Wealth held 35,834 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.2M as of Q2 2026.
NewEdge Wealth bought 16,138 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $958K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #436 holding.
NewEdge Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
NewEdge Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.92M in Q1 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.