Russell Investments Group
JEPQ icon

Russell Investments Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Russell Investments 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 		$42.9K Sell
697
-435
-38% -$25.8K ﹤0.01% 3654
2026
Q1 		$62.9K Buy
1,132
+452
+66% +$26.1K ﹤0.01% 3242
2025
Q4 		$39.5K Buy
680
+547
+411% +$31.8K ﹤0.01% 3384
2025
Q3 		$7.66K Sell
133
-478
-78% -$26.5K ﹤0.01% 3838
2025
Q2 		$33.2K Buy
+611
New +$31.5K ﹤0.01% 3076

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Russell Investments Group's JEPQ Position: Q2 2026 in Review

Russell Investments Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 38% in Q2 2026, selling an estimated $25.8K and leaving 697 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Russell Investments Group first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $62.9K in Q1 2026. 785 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Russell Investments Group held 697 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $42.9K as of Q2 2026.
  • Russell Investments Group sold 435 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $25.8K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3654 holding.
  • Russell Investments Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Russell Investments Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $62.9K in Q1 2026.
  • 785 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.