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Stonebridge Financial Group (Pennsylvania)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$963K Sell
15,663
-332
-2% -$19.7K 0.07% 129
2026
Q1 		$888K Buy
15,995
+81
+0.5% +$4.68K 0.07% 127
2025
Q4 		$925K Sell
15,914
-228
-1% -$13.2K 0.08% 122
2025
Q3 		$928K Buy
16,142
+219
+1% +$12.2K 0.08% 118
2025
Q2 		$866K Sell
15,923
-440
-3% -$22.7K 0.08% 119
2025
Q1 		$847K Buy
16,363
+876
+6% +$48.8K 0.09% 111
2024
Q4 		$873K Buy
+15,487
New +$869K 0.1% 115

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s JEPQ Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.1% in Q2 2026, selling an estimated $19.7K and leaving 15,663 shares worth $963K. The position accounts for 0.07% of the portfolio, ranked #129.

Stonebridge Financial Group (Pennsylvania) first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 15,663 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $963K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 332 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $19.7K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #129 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 894 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.