Wells Fargo
JEPQ icon

Wells Fargo’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Wells Fargo’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
2024
Q2 		– Sell
-17,300
Closed -$938K – 7185
2024
Q1 		$938K Sell
17,300
-1,800
-9% -$94K ﹤0.01% 3495
2023
Q4 		$954K Buy
19,100
+15,400
+416% +$743K ﹤0.01% 3459
2023
Q3 		$174K Buy
+3,700
New +$178K ﹤0.01% 4453

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo's JEPQ Position: Q1 2026 in Review

Wells Fargo increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q1 2026, buying an estimated $51.1M and bringing the position to 9,078,829 shares worth $504M. The position accounts for 0.1% of the portfolio, ranked #201.

Wells Fargo first reported a position in JEPQ in Q4 2022 and has held it in 14 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Wells Fargo held 9,078,829 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $504M as of Q1 2026.
  • Wells Fargo bought 883,464 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $51.1M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Wells Fargo's portfolio in Q1 2026, its #201 holding.
  • Wells Fargo first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.