Steward Partners Investment Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Steward Partners Investment Advisory’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	$40.7M	Buy	661,744 +11,909	+2%	+$707K	0.21%	98
2026 Q1	$36.1M	Buy	649,835 +37,196	+6%	+$2.15M	0.18%	104
2025 Q4	$35.6M	Buy	612,639 +23,932	+4%	+$1.39M	0.2%	101
2025 Q3	$33.9M	Buy	588,707 +51,564	+10%	+$2.86M	0.19%	96
2025 Q2	$29.2M	Sell	537,143 -50,491	-9%	-$2.6M	0.23%	90
2025 Q1	$30.4M	Buy	587,634 +94,950	+19%	+$5.29M	0.27%	74
2024 Q4	$27.8M	Buy	492,684 +38,187	+8%	+$2.14M	0.25%	84
2024 Q3	$25M	Buy	454,497 +26,417	+6%	+$1.42M	0.23%	92
2024 Q2	$23.8M	Buy	428,080 +64,400	+18%	+$3.46M	0.25%	84
2024 Q1	$19.7M	Buy	363,680 +82,517	+29%	+$4.31M	0.22%	92
2023 Q4	$14M	Buy	281,163 +67,322	+31%	+$3.25M	0.19%	116
2023 Q3	$10M	Buy	213,841 +33,084	+18%	+$1.59M	0.15%	143
2023 Q2	$8.74M	Buy	180,757 +13,885	+8%	+$642K	0.13%	167
2023 Q1	$7.52M	Buy	166,872 +98,392	+144%	+$4.22M	0.12%	183
2022 Q4	$2.79M	Buy	+68,480	New	+$2.91M	0.05%	368

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

Steward Partners Investment Advisory's JEPQ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.8% in Q2 2026, buying an estimated $707K and bringing the position to 661,744 shares worth $40.7M. The position accounts for 0.21% of the portfolio, ranked #98.

Steward Partners Investment Advisory first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Steward Partners Investment Advisory held 661,744 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $40.7M as of Q2 2026.
Steward Partners Investment Advisory bought 11,909 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $707K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.21% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #98 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.