Thrivent Financial for Lutherans’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Thrivent Financial for Lutherans’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	$6.08M	Buy	109,629 +1,136	+1%	+$65.7K	0.01%	820
2025 Q4	$6.4M	Buy	108,493 +18,478	+21%	+$1.07M	0.01%	848
2025 Q3	$5.18M	Buy	90,015 +83,668	+1,318%	+$4.64M	0.01%	840
2025 Q2	$345K	Sell	6,347 -41,841	-87%	-$2.16M	﹤0.01%	2266
2025 Q1	$2.73M	Sell	48,188 -3,709	-7%	-$207K	0.01%	1093
2024 Q4	$2.93M	Buy	51,897 +12,649	+32%	+$710K	0.01%	1185
2024 Q3	$2.16M	Buy	39,248 +10,360	+36%	+$556K	﹤0.01%	1384
2024 Q2	$1.6M	Buy	28,888 +5,987	+26%	+$322K	﹤0.01%	1539
2024 Q1	$1.24M	Buy	+22,901	New	+$1.2M	﹤0.01%	1763
2023 Q1	–	Sell	-10,872	Closed	-$444K	–	2473
2022 Q4	$444K	Buy	+10,872	New	+$462K	﹤0.01%	2152

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Thrivent Financial for Lutherans's JEPQ Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1% in Q1 2026, buying an estimated $65.7K and bringing the position to 109,629 shares worth $6.08M. The position accounts for 0.01% of the portfolio, ranked #820.

Thrivent Financial for Lutherans first reported a position in JEPQ in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.4M in Q4 2025. 964 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Thrivent Financial for Lutherans held 109,629 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.08M as of Q1 2026.
Thrivent Financial for Lutherans bought 1,136 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $65.7K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #820 holding.
Thrivent Financial for Lutherans first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 10 quarters since.
Thrivent Financial for Lutherans's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.4M in Q4 2025.
964 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.