Snowden Capital Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Snowden Capital Advisors’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	$1.71M	Sell	30,796 -2,765	-8%	-$160K	0.05%	374
2025 Q4	$1.97M	Buy	33,561 +15,003	+81%	+$872K	0.05%	335
2025 Q3	$1.07M	Buy	18,558 +536	+3%	+$29.8K	0.03%	508
2025 Q2	$980K	Sell	18,022 -6,763	-27%	-$349K	0.03%	530
2025 Q1	$1.28M	Buy	24,785 +9,127	+58%	+$508K	0.04%	423
2024 Q4	$890K	Sell	15,658 -39	-0.2%	-$2.19K	0.03%	542
2024 Q3	$862K	Buy	15,697 +584	+4%	+$31.3K	0.03%	561
2024 Q2	$839K	Buy	15,113 +1,005	+7%	+$54K	0.02%	561
2024 Q1	$765K	Buy	14,108 +5,664	+67%	+$296K	0.02%	585
2023 Q4	$422K	Buy	+8,444	New	+$408K	0.02%	771

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

Snowden Capital Advisors's JEPQ Position: Q1 2026 in Review

Snowden Capital Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.2% in Q1 2026, selling an estimated $160K and leaving 30,796 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #374.

Snowden Capital Advisors first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.97M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Snowden Capital Advisors held 30,796 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.71M as of Q1 2026.
Snowden Capital Advisors sold 2,765 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $160K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Snowden Capital Advisors's portfolio in Q1 2026, its #374 holding.
Snowden Capital Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Snowden Capital Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.97M in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.