&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 Q2	$16.3M	Sell	264,957 -28,932	-10%	-$1.72M	0.07%	269
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 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

&Partners's JEPQ Position: Q2 2026 in Review

&Partners reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.8% in Q2 2026, selling an estimated $1.72M and leaving 264,957 shares worth $16.3M. The position accounts for 0.07% of the portfolio, ranked #269.

&Partners first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.3M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

&Partners held 264,957 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $16.3M as of Q2 2026.
&Partners sold 28,932 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.72M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #269 holding.
&Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $16.3M in Q1 2026.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.