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 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 $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Wealth's JEPQ Position: Q1 2026 in Review

NewEdge Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 17% in Q1 2026, buying an estimated $165K and bringing the position to 19,696 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #601.

NewEdge Wealth first reported a position in JEPQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.92M in Q1 2024. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

NewEdge Wealth held 19,696 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.09M as of Q1 2026.
NewEdge Wealth bought 2,861 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $165K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #601 holding.
NewEdge Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
NewEdge Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.92M in Q1 2024.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

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