PWP
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
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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Principle Wealth Partners's JEPQ Position: Q1 2026 in Review

Principle Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.7% in Q1 2026, buying an estimated $395K and bringing the position to 151,934 shares worth $8.44M. 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 12 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Principle Wealth Partners held 151,934 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.44M as of Q1 2026.
  • Principle Wealth Partners bought 6,827 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $395K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.48% of Principle Wealth Partners's portfolio in Q1 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 12 quarters since.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.