Stifel Financial
JEPQ icon

Stifel Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Stifel Financial’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 		$86.4M Buy
1,405,732
+106,719
+8% +$6.33M 0.07% 266
2026
Q1 		$72.1M Buy
1,299,013
+26,124
+2% +$1.51M 0.07% 283
2025
Q4 		$74M Sell
1,272,889
-104,559
-8% -$6.08M 0.07% 281
2025
Q3 		$79.2M Buy
1,377,448
+76,661
+6% +$4.26M 0.07% 263
2025
Q2 		$70.8M Buy
1,300,787
+375,740
+41% +$19.4M 0.07% 280
2025
Q1 		$47.9M Buy
925,047
+128,677
+16% +$7.17M 0.05% 333
2024
Q4 		$44.9M Buy
796,370
+108,737
+16% +$6.1M 0.05% 344
2024
Q3 		$37.8M Buy
687,633
+144,073
+27% +$7.73M 0.04% 388
2024
Q2 		$30.2M Buy
543,560
+112,407
+26% +$6.04M 0.03% 420
2024
Q1 		$23.4M Buy
431,153
+78,177
+22% +$4.08M 0.03% 493
2023
Q4 		$17.6M Buy
352,976
+111,585
+46% +$5.39M 0.02% 564
2023
Q3 		$11.3M Sell
241,391
-74,534
-24% -$3.59M 0.02% 666
2023
Q2 		$15.3M Buy
315,925
+253,808
+409% +$11.7M 0.02% 563
2023
Q1 		$2.8M Buy
62,117
+7,592
+14% +$325K ﹤0.01% 1358
2022
Q4 		$2.22M Buy
54,525
+5,321
+11% +$226K ﹤0.01% 1445
2022
Q3 		$2.05M Buy
+49,204
New +$2.3M ﹤0.01% 1456

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial's JEPQ Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.2% in Q2 2026, buying an estimated $6.33M and bringing the position to 1,405,732 shares worth $86.4M. The position accounts for 0.07% of the portfolio, ranked #266.

Stifel Financial first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Stifel Financial held 1,405,732 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $86.4M as of Q2 2026.
  • Stifel Financial bought 106,719 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $6.33M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of Stifel Financial's portfolio in Q2 2026, its #266 holding.
  • Stifel Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.