TD Private Client Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

TD Private Client Wealth’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	$3.11K	Hold	56	–	–	﹤0.01%	1239
2025 Q4	$3.25K	Sell	56 -467	-89%	-$27.1K	﹤0.01%	1212
2025 Q3	$30.1K	Sell	523 -340	-39%	-$18.9K	﹤0.01%	930
2025 Q2	$46.9K	Sell	863 -303	-26%	-$15.6K	﹤0.01%	852
2025 Q1	$60.4K	Hold	1,166	–	–	﹤0.01%	778
2024 Q4	$65.7K	Sell	1,166 -3	-0.3%	-$168	﹤0.01%	777
2024 Q3	$64.2K	Sell	1,169 -30	-3%	-$1.61K	﹤0.01%	789
2024 Q2	$66.5K	Buy	1,199 +167	+16%	+$8.97K	﹤0.01%	756
2024 Q1	$56K	Buy	1,032 +701	+212%	+$36.6K	﹤0.01%	787
2023 Q4	$16.5K	Sell	331 -245	-43%	-$11.8K	﹤0.01%	980
2023 Q3	$27K	Hold	576	–	–	﹤0.01%	890
2023 Q2	$27.9K	Buy	+576	New	+$26.6K	﹤0.01%	895
2022 Q4	–	Sell	-912	Closed	-$38K	–	1236
2022 Q3	$38K	Buy	+912	New	+$42.7K	﹤0.01%	779

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

TD Private Client Wealth's JEPQ Position: Q1 2026 in Review

TD Private Client Wealth held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q1 2026 at 56 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

TD Private Client Wealth first reported a position in JEPQ in Q3 2022 and has held it in 13 quarters since. The position peaked at $66.5K in Q2 2024. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

TD Private Client Wealth held 56 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.11K as of Q1 2026.
TD Private Client Wealth left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1239 holding.
TD Private Client Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 13 quarters since.
TD Private Client Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $66.5K in Q2 2024.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.