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

Summit 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
Q1 		$7.7M Sell
138,701
-39,004
-22% -$2.26M 0.1% 209
2025
Q4 		$10.4M Sell
177,705
-16,929
-9% -$984K 0.15% 123
2025
Q3 		$11.2M Buy
+194,634
New +$10.8M 0.17% 111

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Financial's JEPQ Position: Q1 2026 in Review

Summit Financial reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 22% in Q1 2026, selling an estimated $2.26M and leaving 138,701 shares worth $7.7M. The position accounts for 0.1% of the portfolio, ranked #209.

Summit Financial first reported a position in JEPQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.2M in Q3 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Summit Financial held 138,701 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $7.7M as of Q1 2026.
  • Summit Financial sold 39,004 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $2.26M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Summit Financial's portfolio in Q1 2026, its #209 holding.
  • Summit Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $11.2M in Q3 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.