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

SignatureFD’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	$303K	Buy	5,450 +169	+3%	+$9.77K	﹤0.01%	803
2025 Q4	$307K	Buy	5,281 +1,164	+28%	+$67.6K	﹤0.01%	780
2025 Q3	$237K	Buy	4,117 +117	+3%	+$6.49K	﹤0.01%	871
2025 Q2	$218K	Sell	4,000 -2,150	-35%	-$111K	﹤0.01%	878
2025 Q1	$318K	Buy	6,150 +4,020	+189%	+$224K	0.01%	696
2024 Q4	$120K	Buy	2,130 +313	+17%	+$17.6K	﹤0.01%	1143
2024 Q3	$99.8K	Buy	1,817 +1,469	+422%	+$78.8K	﹤0.01%	1223
2024 Q2	$19.3K	Buy	348 +120	+53%	+$6.45K	﹤0.01%	1986
2024 Q1	$12.4K	Sell	228 -1,247	-85%	-$65.1K	﹤0.01%	2219
2023 Q4	$73.6K	Buy	1,475 +1,397	+1,791%	+$67.4K	﹤0.01%	1272
2023 Q3	$3.68K	Buy	78 +16	+26%	+$771	﹤0.01%	2596
2023 Q2	$3K	Buy	62 +5	+9%	+$231	﹤0.01%	2673
2023 Q1	$2.57K	Hold	57	–	–	﹤0.01%	2729
2022 Q4	$2.33K	Hold	57	–	–	﹤0.01%	2758
2022 Q3	$2K	Buy	+57	New	+$2.67K	﹤0.01%	2791

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

SignatureFD's JEPQ Position: Q1 2026 in Review

SignatureFD increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.2% in Q1 2026, buying an estimated $9.77K and bringing the position to 5,450 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

SignatureFD first reported a position in JEPQ in Q3 2022 and has held it in 15 quarters since. The position peaked at $318K in Q1 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

SignatureFD held 5,450 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $303K as of Q1 2026.
SignatureFD bought 169 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $9.77K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #803 holding.
SignatureFD first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 15 quarters since.
SignatureFD's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $318K in Q1 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.