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

Sunpointe’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 		$4M Buy
72,079
+1,853
+3% +$107K 1.31% 17
2025
Q4 		$4.12M Buy
70,226
+10,901
+18% +$633K 1.37% 17
2025
Q3 		$3.41M Buy
59,325
+2,795
+5% +$155K 1.23% 19
2025
Q2 		$3.08M Buy
56,530
+14,880
+36% +$767K 1.22% 19
2025
Q1 		$2.16M Buy
41,650
+379
+0.9% +$21.1K 1.15% 23
2024
Q4 		$2.35M Buy
41,271
+19,243
+87% +$1.08M 1.18% 21
2024
Q3 		$1.21M Buy
22,028
+1,346
+7% +$72.2K 0.99% 19
2024
Q2 		$1.15M Buy
20,682
+3,964
+24% +$213K 0.75% 27
2024
Q1 		$907K Hold
16,718
– – 1.01% 22
2023
Q4 		$841K Buy
+16,718
New +$807K 1.07% 20

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

Sunpointe's JEPQ Position: Q1 2026 in Review

Sunpointe increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.6% in Q1 2026, buying an estimated $107K and bringing the position to 72,079 shares worth $4M. The position accounts for 1.31% of the portfolio, ranked #17.

Sunpointe first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.12M in Q4 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Sunpointe held 72,079 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4M as of Q1 2026.
  • Sunpointe bought 1,853 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $107K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.31% of Sunpointe's portfolio in Q1 2026, its #17 holding.
  • Sunpointe first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.12M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.