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RiverFront Investment Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

RiverFront Investment Group’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 		$127M Buy
2,060,239
+18,178
+0.9% +$1.08M 1.67% 23
2026
Q1 		$113M Buy
2,042,061
+80,399
+4% +$4.65M 1.75% 22
2025
Q4 		$114M Sell
1,961,662
-669,052
-25% -$38.9M 1.88% 22
2025
Q3 		$151M Buy
2,630,714
+55,403
+2% +$3.08M 2.66% 12
2025
Q2 		$140M Buy
2,575,311
+44,331
+2% +$2.29M 2.73% 11
2025
Q1 		$131M Buy
2,530,980
+58,934
+2% +$3.28M 2.92% 7
2024
Q4 		$139M Buy
2,472,046
+139,412
+6% +$7.83M 3.17% 7
2024
Q3 		$128M Buy
2,332,634
+89,818
+4% +$4.82M 3.02% 9
2024
Q2 		$124M Buy
2,242,816
+105,765
+5% +$5.68M 3.32% 10
2024
Q1 		$116M Buy
2,137,051
+160,984
+8% +$8.41M 3.27% 10
2023
Q4 		$98.7M Buy
1,976,067
+21,615
+1% +$1.04M 3.09% 11
2023
Q3 		$91.7M Buy
1,954,452
+92,762
+5% +$4.47M 3.25% 10
2023
Q2 		$90M Buy
1,861,690
+927,978
+99% +$42.9M 2.93% 10
2023
Q1 		$42.1M Buy
933,712
+33,010
+4% +$1.41M 1.49% 21
2022
Q4 		$5.53M Sell
900,702
-56,332
-6% -$2.39M 1.25% 24
2022
Q3 		$41.1M Buy
+957,034
New +$44.8M 1.54% 21

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

RiverFront Investment Group's JEPQ Position: Q2 2026 in Review

RiverFront Investment Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.89% in Q2 2026, buying an estimated $1.08M and bringing the position to 2,060,239 shares worth $127M. The position accounts for 1.67% of the portfolio, ranked #23.

RiverFront Investment Group first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $151M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • RiverFront Investment Group held 2,060,239 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $127M as of Q2 2026.
  • RiverFront Investment Group bought 18,178 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.08M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.67% of RiverFront Investment Group's portfolio in Q2 2026, its #23 holding.
  • RiverFront Investment Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • RiverFront Investment Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $151M in Q3 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.