Simplex Trading
JEPQ icon

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

Simplex Trading’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 		$2.46M Buy
+40,219
New +$2.4M ﹤0.01% 1781
2025
Q4 		– Sell
-13,648
Closed -$785K – 9303
2025
Q3 		$785K Buy
+13,648
New +$758K ﹤0.01% 3301
2023
Q1 		– Sell
-2,925
Closed -$119K – 9562
2022
Q4 		$119K Buy
+2,925
New +$124K ﹤0.01% 4866

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

Simplex Trading's JEPQ Position: Q3 2026 in Review

Simplex Trading opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 40,219 shares worth $2.46M. The stake represents ﹤0.01% of the portfolio and ranks #1781 among its holdings. This is a return to the name: Simplex Trading previously reported a position in JEPQ as recently as Q3 2025.

Simplex Trading first reported a position in JEPQ in Q4 2022 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Simplex Trading held 40,219 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.46M as of Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Simplex Trading position in Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #1781 holding.
  • Simplex Trading first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 3 quarters since.
  • 761 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.