Northwestern Mutual Wealth Management
JEPQ icon

Northwestern Mutual Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Northwestern Mutual Wealth Management’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 		$28.3M Buy
461,114
+85,054
+23% +$5.05M 0.02% 405
2026
Q1 		$20.9M Buy
376,060
+38,238
+11% +$2.21M 0.01% 429
2025
Q4 		$19.6M Buy
337,822
+10,611
+3% +$617K 0.01% 427
2025
Q3 		$18.8M Buy
327,211
+58,640
+22% +$3.25M 0.01% 418
2025
Q2 		$14.6M Buy
268,571
+111,776
+71% +$5.76M 0.01% 440
2025
Q1 		$8.12M Buy
156,795
+74,538
+91% +$4.15M 0.01% 532
2024
Q4 		$4.64M Buy
82,257
+58,632
+248% +$3.29M ﹤0.01% 640
2024
Q3 		$1.3M Sell
23,625
-400
-2% -$21.5K ﹤0.01% 975
2024
Q2 		$1.33M Buy
24,025
+4,139
+21% +$222K ﹤0.01% 935
2024
Q1 		$1.08M Buy
19,886
+19,255
+3,052% +$1.01M ﹤0.01% 986
2023
Q4 		$31.5K Sell
631
-520
-45% -$25.1K ﹤0.01% 2239
2023
Q3 		$54K Sell
1,151
-70
-6% -$3.37K ﹤0.01% 1940
2023
Q2 		$59.1K Buy
+1,221
New +$56.4K ﹤0.01% 1924
2023
Q1 		– Sell
-163
Closed -$6.65K – 3488
2022
Q4 		$6.65K Buy
+163
New +$6.93K ﹤0.01% 2640

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's JEPQ Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 23% in Q2 2026, buying an estimated $5.05M and bringing the position to 461,114 shares worth $28.3M. The position accounts for 0.02% of the portfolio, ranked #405.

Northwestern Mutual Wealth Management first reported a position in JEPQ in Q4 2022 and has held it in 14 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Northwestern Mutual Wealth Management held 461,114 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $28.3M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 85,054 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $5.05M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #405 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.