StoneX Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

StoneX Group’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	$835K	Sell	15,038 -20,496	-58%	-$1.19M	0.04%	298
2025 Q4	$2.09M	Sell	35,534 -1,329	-4%	-$77.2K	0.09%	177
2025 Q3	$2.12M	Buy	36,863 +8,852	+32%	+$491K	0.09%	185
2025 Q2	$1.52M	Buy	28,011 +5,079	+22%	+$262K	0.07%	227
2025 Q1	$1.19M	Buy	22,932 +2,934	+15%	+$163K	0.07%	254
2024 Q4	$1.14M	Buy	19,998 +16,134	+418%	+$906K	0.06%	262
2024 Q3	$212K	Buy	+3,864	New	+$207K	0.1%	303

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

StoneX Group's JEPQ Position: Q1 2026 in Review

StoneX Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 58% in Q1 2026, selling an estimated $1.19M and leaving 15,038 shares worth $835K. The position accounts for 0.04% of the portfolio, ranked #298.

StoneX Group first reported a position in JEPQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q3 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

StoneX Group held 15,038 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $835K as of Q1 2026.
StoneX Group sold 20,496 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.19M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of StoneX Group's portfolio in Q1 2026, its #298 holding.
StoneX Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
StoneX Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.12M in Q3 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.