Parsons Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Parsons Capital 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	$335K	Buy	5,449 +185	+4%	+$11K	0.02%	438
2026 Q1	$292K	Buy	5,264 +229	+5%	+$13.2K	0.01%	421
2025 Q4	$293K	Sell	5,035 -1,010	-17%	-$58.7K	0.02%	397
2025 Q3	$348K	Buy	+6,045	New	+$336K	0.02%	365
2025 Q1	–	Sell	-12,838	Closed	-$724K	–	441
2024 Q4	$724K	Buy	12,838 +1,588	+14%	+$89.1K	0.04%	280
2024 Q3	$618K	Buy	11,250 +928	+9%	+$49.8K	0.04%	298
2024 Q2	$573K	Buy	10,322 +2,642	+34%	+$142K	0.04%	300
2024 Q1	$417K	Buy	+7,680	New	+$401K	0.03%	337

Other funds holding JEPQ

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Parsons Capital Management's JEPQ Position: Q2 2026 in Review

Parsons Capital Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.5% in Q2 2026, buying an estimated $11K and bringing the position to 5,449 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #438.

Parsons Capital Management first reported a position in JEPQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $724K in Q4 2024. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Parsons Capital Management held 5,449 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $335K as of Q2 2026.
Parsons Capital Management bought 185 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $11K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Parsons Capital Management's portfolio in Q2 2026, its #438 holding.
Parsons Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 8 quarters since.
Parsons Capital Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $724K in Q4 2024.
693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.