UMB Bank’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

UMB Bank’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	$553K	Buy	9,000 +1,509	+20%	+$89.5K	0.01%	467
2026 Q1	$416K	Sell	7,491 -225	-3%	-$13K	0.01%	512
2025 Q4	$448K	Buy	7,716 +716	+10%	+$41.6K	0.01%	493
2025 Q3	$403K	Hold	7,000	–	–	0.01%	471
2025 Q2	$381K	Buy	+7,000	New	+$361K	0.01%	459
2024 Q4	–	Sell	-1,492	Closed	-$82K	–	2120
2024 Q3	$82K	Hold	1,492	–	–	﹤0.01%	742
2024 Q2	$82.8K	Buy	1,492 +556	+59%	+$29.9K	﹤0.01%	733
2024 Q1	$50.8K	Hold	936	–	–	﹤0.01%	832
2023 Q4	$46.7K	Hold	936	–	–	﹤0.01%	843
2023 Q3	$43.9K	Buy	+936	New	+$45.1K	﹤0.01%	863

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

UMB Bank's JEPQ Position: Q2 2026 in Review

UMB Bank increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 20% in Q2 2026, buying an estimated $89.5K and bringing the position to 9,000 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #467.

UMB Bank first reported a position in JEPQ in Q3 2023 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

UMB Bank held 9,000 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $553K as of Q2 2026.
UMB Bank bought 1,509 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $89.5K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #467 holding.
UMB Bank first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 10 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.