Westbourne Investments’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Westbourne Investments’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	$3.37M	Buy	60,695 +2,386	+4%	+$138K	1.6%	18
2025 Q4	$3.39M	Buy	58,309 +2,493	+4%	+$145K	1.58%	20
2025 Q3	$3.3M	Buy	55,816 +10,886	+24%	+$604K	1.58%	18
2025 Q2	$2.44M	Buy	44,930 +3,170	+8%	+$163K	1.3%	24
2025 Q1	$2.16M	Sell	41,760 -1,420	-3%	-$79.1K	1.3%	23
2024 Q4	$2.43M	Buy	+43,180	New	+$2.42M	1.44%	20

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

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

Westbourne Investments's JEPQ Position: Q1 2026 in Review

Westbourne Investments increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.1% in Q1 2026, buying an estimated $138K and bringing the position to 60,695 shares worth $3.37M. The position accounts for 1.6% of the portfolio, ranked #18.

Westbourne Investments first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.39M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Westbourne Investments held 60,695 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.37M as of Q1 2026.
Westbourne Investments bought 2,386 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $138K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.6% of Westbourne Investments's portfolio in Q1 2026, its #18 holding.
Westbourne Investments first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Westbourne Investments's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.39M in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.