SevenBridge Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

SevenBridge Financial 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 Q1	$357K	Sell	6,063 -165	-3%	-$9.54K	0.06%	159
2025 Q4	$370K	Sell	6,228 -725	-10%	-$42.1K	0.06%	156
2025 Q3	$408K	Sell	6,953 -1,480	-18%	-$82.2K	0.07%	152
2025 Q2	$470K	Sell	8,433 -1,890	-18%	-$97.4K	0.08%	148
2025 Q1	$539K	Sell	10,323 -3,483	-25%	-$194K	0.11%	144
2024 Q4	$796K	Sell	13,806 -841	-6%	-$47.2K	0.15%	121
2024 Q3	$828K	Buy	14,647 +75	+0.5%	+$4.02K	0.16%	119
2024 Q2	$731K	Hold	14,572	–	–	0.16%	120
2024 Q1	$769K	Buy	14,572 +1,065	+8%	+$55.6K	0.17%	114
2023 Q4	$674K	Buy	13,507 +620	+5%	+$29.9K	0.16%	116
2023 Q3	$605K	Buy	12,887 +1,209	+10%	+$58.2K	0.16%	116
2023 Q2	$565K	Buy	11,678 +4,618	+65%	+$213K	0.15%	119
2023 Q1	$318K	Buy	7,060 +434	+7%	+$18.6K	0.09%	145
2022 Q4	$270K	Buy	+6,626	New	+$282K	0.08%	157

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SevenBridge Financial Group's JEPQ Position: Q1 2026 in Review

SevenBridge Financial Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.6% in Q1 2026, selling an estimated $9.54K and leaving 6,063 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #159.

SevenBridge Financial Group first reported a position in JEPQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $828K in Q3 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

SevenBridge Financial Group held 6,063 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $357K as of Q1 2026.
SevenBridge Financial Group sold 165 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $9.54K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of SevenBridge Financial Group's portfolio in Q1 2026, its #159 holding.
SevenBridge Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
SevenBridge Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $828K in Q3 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.