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

TigerOak Management’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	$1.1M	Buy	17,846 +3,113	+21%	+$185K	0.31%	49
2026 Q1	$818K	Buy	14,733 +1,812	+14%	+$105K	0.26%	53
2025 Q4	$751K	Buy	12,921 +240	+2%	+$13.9K	0.23%	57
2025 Q3	$729K	Buy	12,681 +2,932	+30%	+$163K	0.23%	58
2025 Q2	$530K	Buy	9,749 +343	+4%	+$17.7K	0.18%	66
2025 Q1	$487K	Buy	9,406 +780	+9%	+$43.4K	0.19%	67
2024 Q4	$486K	Buy	+8,626	New	+$484K	0.18%	70

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TigerOak Management's JEPQ Position: Q2 2026 in Review

TigerOak Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 21% in Q2 2026, buying an estimated $185K and bringing the position to 17,846 shares worth $1.1M. The position accounts for 0.31% of the portfolio, ranked #49.

TigerOak Management first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

TigerOak Management held 17,846 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.1M as of Q2 2026.
TigerOak Management bought 3,113 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $185K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.31% of TigerOak Management's portfolio in Q2 2026, its #49 holding.
TigerOak Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on TigerOak Management's 13F filing for Q2 2026, filed 11 Aug 2026.