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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
Q2 		$9.62M 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principle Wealth Partners's JEPQ Position: Q2 2026 in Review

Principle Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3% in Q2 2026, buying an estimated $273K and bringing the position to 156,531 shares worth $9.62M. The position accounts for 0.48% of the portfolio, ranked #47.

Principle Wealth Partners first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Principle Wealth Partners held 156,531 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.62M as of Q2 2026.
  • Principle Wealth Partners bought 4,597 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $273K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.48% of Principle Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • Principle Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.