Principle Wealth Partners
JEPQ icon

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

Principle Wealth 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
Q3 		$9.8M Buy
160,260
+3,729
+2% +$222K 0.47% 45
2026
Q2 		$9.6M Buy
156,531
+4,597
+3% +$273K 0.48% 47
2026
Q1 		$8.44M Buy
151,934
+6,827
+5% +$395K 0.48% 47
2025
Q4 		$8.43M Buy
145,107
+2,435
+2% +$141K 0.47% 45
2025
Q3 		$8.21M Buy
142,672
+614
+0.4% +$34.1K 0.48% 45
2025
Q2 		$7.73M Buy
142,058
+24,515
+21% +$1.26M 0.48% 43
2025
Q1 		$6.09M Buy
117,543
+32,037
+37% +$1.78M 0.44% 55
2024
Q4 		$4.82M Sell
85,506
-940
-1% -$52.8K 0.34% 69
2024
Q3 		$4.75M Buy
86,446
+980
+1% +$52.6K 0.34% 72
2024
Q2 		$4.74M Sell
85,466
-803
-0.9% -$43.2K 0.36% 69
2024
Q1 		$4.68M Buy
86,269
+4,044
+5% +$211K 0.37% 71
2023
Q4 		$4.11M Buy
82,225
+6,631
+9% +$320K 0.35% 72
2023
Q3 		$3.55M Buy
75,594
+11,430
+18% +$551K 0.36% 70
2023
Q2 		$3.1M Buy
+64,164
New +$2.97M 0.31% 76

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Principle Wealth Partners's JEPQ Position: Q3 2026 in Review

Principle Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.4% in Q3 2026, buying an estimated $222K and bringing the position to 160,260 shares worth $9.8M. The position accounts for 0.47% of the portfolio, ranked #45.

Principle Wealth Partners first reported a position in JEPQ in Q2 2023 and has held it in 14 quarters since. 716 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Principle Wealth Partners held 160,260 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.8M as of Q3 2026.
  • Principle Wealth Partners bought 3,729 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $222K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.47% of Principle Wealth Partners's portfolio in Q3 2026, its #45 holding.
  • Principle Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 14 quarters since.
  • 716 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.