Savant Capital’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Savant Capital’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	$907K	Buy	14,821 +1,024	+7%	+$60.8K	﹤0.01%	927
2026 Q1	$766K	Sell	13,797 -1,862	-12%	-$108K	﹤0.01%	716
2025 Q4	$910K	Sell	15,659 -2,659	-15%	-$154K	0.01%	617
2025 Q3	$1.05M	Sell	18,318 -3,893	-18%	-$216K	0.01%	554
2025 Q2	$1.21M	Sell	22,211 -200	-0.9%	-$10.3K	0.01%	469
2025 Q1	$1.16M	Buy	22,411 +3,516	+19%	+$196K	0.01%	436
2024 Q4	$1.07M	Buy	+18,895	New	+$1.06M	0.01%	629

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital's JEPQ Position: Q2 2026 in Review

Savant Capital increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.4% in Q2 2026, buying an estimated $60.8K and bringing the position to 14,821 shares worth $907K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Savant Capital first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q2 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Savant Capital held 14,821 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $907K as of Q2 2026.
Savant Capital bought 1,024 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $60.8K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #927 holding.
Savant Capital first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Savant Capital's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.21M in Q2 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.