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Searle & Co’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Searle & Co’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 		$416K Hold
7,490
– – 0.1% 136
2025
Q4 		$435K Hold
7,490
– – 0.11% 122
2025
Q3 		$431K Hold
7,490
– – 0.11% 128
2025
Q2 		$407K Buy
7,490
+167
+2% +$8.61K 0.12% 125
2025
Q1 		$379K Hold
7,323
– – 0.11% 124
2024
Q4 		$413K Buy
+7,323
New +$411K 0.12% 121

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

Searle & Co's JEPQ Position: Q1 2026 in Review

Searle & Co held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q1 2026 at 7,490 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #136.

Searle & Co first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $435K in Q4 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Searle & Co held 7,490 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $416K as of Q1 2026.
  • Searle & Co left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q1 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Searle & Co's portfolio in Q1 2026, its #136 holding.
  • Searle & Co first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Searle & Co's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $435K in Q4 2025.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.