Smartleaf Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Smartleaf Asset Management’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 Q2	$9.68M	Hold	159,537	–	–	0.31%	60
2026 Q1	$8.58M	Buy	159,537 +39,077	+32%	+$2.26M	0.31%	65
2025 Q4	$7.12M	Buy	120,460 +51,527	+75%	+$2.99M	0.27%	71
2025 Q3	$3.96M	Buy	68,933 +36,548	+113%	+$2.03M	0.24%	75
2025 Q2	$1.76M	Sell	32,385 -8,173	-20%	-$421K	0.15%	140
2025 Q1	$2.1M	Buy	40,558 +7,732	+24%	+$431K	0.2%	103
2024 Q4	$1.88M	Buy	32,826 +18,009	+122%	+$1.01M	0.19%	118
2024 Q3	$812K	Buy	14,817 +3,937	+36%	+$211K	0.1%	229
2024 Q2	$604K	Buy	+10,880	New	+$585K	0.1%	228

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smartleaf Asset Management's JEPQ Position: Q2 2026 in Review

Smartleaf Asset Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 159,537 shares worth $9.68M. The position accounts for 0.31% of the portfolio, ranked #60.

Smartleaf Asset Management first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 1,027 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Smartleaf Asset Management held 159,537 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.68M as of Q2 2026.
Smartleaf Asset Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.31% of Smartleaf Asset Management's portfolio in Q2 2026, its #60 holding.
Smartleaf Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
1,027 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.