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Thompson David Blair’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Thompson David Blair’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 		$1.31M Sell
21,333
-1,796
-8% -$107K 0.66% 43
2026
Q1 		$1.28M Buy
23,129
+9,726
+73% +$562K 0.74% 41
2025
Q4 		$779K Buy
+13,403
New +$779K 0.44% 66
2024
Q4 		$788K Buy
+13,975
New +$785K 0.57% 47

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Thompson David Blair's JEPQ Position: Q2 2026 in Review

Thompson David Blair reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.8% in Q2 2026, selling an estimated $107K and leaving 21,333 shares worth $1.31M. The position accounts for 0.66% of the portfolio, ranked #43.

Thompson David Blair first reported a position in JEPQ in Q4 2024 and has held it in 4 quarters since. 992 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Thompson David Blair held 21,333 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.31M as of Q2 2026.
  • Thompson David Blair sold 1,796 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $107K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.66% of Thompson David Blair's portfolio in Q2 2026, its #43 holding.
  • Thompson David Blair first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 992 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.