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JEPQ icon

&Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

&Partners’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 		$16.3M Buy
293,889
+31,008
+12% +$1.79M 0.08% 232
2025
Q4 		$15.3M Sell
262,881
-3,512
-1% -$204K 0.08% 230
2025
Q3 		$15.3M Buy
266,393
+14,695
+6% +$816K 0.1% 194
2025
Q2 		$13.7M Buy
251,698
+62,939
+33% +$3.24M 0.11% 183
2025
Q1 		$9.77M Buy
188,759
+1,549
+0.8% +$86.3K 0.1% 191
2024
Q4 		$10.7M Buy
187,210
+75,318
+67% +$4.23M 0.13% 161
2024
Q3 		$6.18M Buy
111,892
+102,695
+1,117% +$5.51M 0.12% 171
2024
Q2 		$510K Buy
+9,197
New +$494K 0.02% 533

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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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