SignatureFD
JEPQ icon

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
Q3 		$350K Buy
5,707
+135
+2% +$8.05K ﹤0.01% 852
2026
Q2 		$342K Buy
5,572
+122
+2% +$7.24K ﹤0.01% 826
2026
Q1 		$303K Buy
5,450
+169
+3% +$9.8K ﹤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 		$100K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SignatureFD's JEPQ Position: Q3 2026 in Review

SignatureFD increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.4% in Q3 2026, buying an estimated $8.05K and bringing the position to 5,707 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

SignatureFD first reported a position in JEPQ in Q3 2022 and has held it in 17 quarters since. 761 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • SignatureFD held 5,707 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $350K as of Q3 2026.
  • SignatureFD bought 135 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $8.05K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #852 holding.
  • SignatureFD first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 17 quarters since.
  • 761 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.