TF
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Tompkins Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Tompkins Financial’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 		$2.01M Buy
32,632
+10,833
+50% +$643K 0.14% 83
2026
Q1 		$1.21M Buy
21,799
+17,455
+402% +$1.01M 0.1% 95
2025
Q4 		$252K Hold
4,344
– – 0.02% 176
2025
Q3 		$250K Buy
4,344
+33
+0.8% +$1.83K 0.02% 171
2025
Q2 		$235K Hold
4,311
– – 0.02% 170
2025
Q1 		$223K Hold
4,311
– – 0.02% 182
2024
Q4 		$243K Buy
+4,311
New +$242K 0.02% 165
2024
Q2 		– Sell
-200
Closed -$10.8K – 617
2024
Q1 		$10.8K Hold
200
– – ﹤0.01% 496
2023
Q4 		$9.99K Buy
+200
New +$9.65K ﹤0.01% 494

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Tompkins Financial's JEPQ Position: Q2 2026 in Review

Tompkins Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 50% in Q2 2026, buying an estimated $643K and bringing the position to 32,632 shares worth $2.01M. The position accounts for 0.14% of the portfolio, ranked #83.

Tompkins Financial first reported a position in JEPQ in Q4 2023 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Tompkins Financial held 32,632 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.01M as of Q2 2026.
  • Tompkins Financial bought 10,833 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $643K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.14% of Tompkins Financial's portfolio in Q2 2026, its #83 holding.
  • Tompkins Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.