Princeton Global Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Princeton Global Asset 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	$4.31M	Buy	70,090 +7,905	+13%	+$469K	0.62%	44
2026 Q1	$3.45M	Sell	62,185 -5,987	-9%	-$346K	0.56%	53
2025 Q4	$3.96M	Buy	68,172 +286	+0.4%	+$16.6K	0.64%	37
2025 Q3	$3.9M	Sell	67,886 -1,255	-2%	-$69.7K	0.65%	42
2025 Q2	$3.76M	Buy	69,141 +1,826	+3%	+$94.1K	0.68%	41
2025 Q1	$3.49M	Sell	67,315 -1,496	-2%	-$83.3K	0.69%	44
2024 Q4	$3.88M	Buy	68,811 +2,915	+4%	+$164K	0.73%	40
2024 Q3	$3.62M	Buy	65,896 +6,271	+11%	+$336K	0.7%	43
2024 Q2	$3.31M	Buy	59,625 +14,228	+31%	+$765K	0.73%	43
2024 Q1	$2.46M	Buy	45,397 +3,170	+8%	+$166K	0.59%	56
2023 Q4	$2.11M	Buy	42,227 +8,536	+25%	+$412K	0.53%	56
2023 Q3	$1.58M	Buy	33,691 +30,891	+1,103%	+$1.49M	0.45%	64
2023 Q2	$135K	Buy	2,800 +2,175	+348%	+$101K	0.04%	181
2023 Q1	$28.2K	Hold	625	–	–	0.01%	315
2022 Q4	$26K	Hold	625	–	–	0.01%	303
2022 Q3	$26K	Buy	+625	New	+$29.3K	0.01%	293

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

Princeton Global Asset Management's JEPQ Position: Q2 2026 in Review

Princeton Global Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 13% in Q2 2026, buying an estimated $469K and bringing the position to 70,090 shares worth $4.31M. The position accounts for 0.62% of the portfolio, ranked #44.

Princeton Global Asset Management first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Princeton Global Asset Management held 70,090 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.31M as of Q2 2026.
Princeton Global Asset Management bought 7,905 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $469K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.62% of Princeton Global Asset Management's portfolio in Q2 2026, its #44 holding.
Princeton Global Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.