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Westwood Holdings Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Westwood Holdings Group’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 		$19.3M Buy
314,272
+21,936
+8% +$1.3M 0.15% 204
2026
Q1 		$16.2M Sell
292,336
-42,761
-13% -$2.47M 0.12% 209
2025
Q4 		$19.5M Buy
335,097
+520
+0.2% +$30.2K 0.16% 189
2025
Q3 		$19.2M Buy
334,577
+14,159
+4% +$786K 0.14% 192
2025
Q2 		$17.4M Buy
320,418
+22,135
+7% +$1.14M 0.13% 193
2025
Q1 		$15.4M Buy
298,283
+531
+0.2% +$29.6K 0.12% 185
2024
Q4 		$16.8M Sell
297,752
-41,620
-12% -$2.34M 0.13% 185
2024
Q3 		$18.6M Buy
339,372
+13,132
+4% +$704K 0.08% 216
2024
Q2 		$18.1M Sell
326,240
-11,042
-3% -$593K 0.08% 207
2024
Q1 		$18.3M Sell
337,282
-4,684
-1% -$245K 0.14% 180
2023
Q4 		$17.1M Buy
341,966
+40,579
+13% +$1.96M 0.14% 166
2023
Q3 		$14.1M Sell
301,387
-222
-0.1% -$10.7K 0.13% 162
2023
Q2 		$14.6M Sell
301,609
-93,601
-24% -$4.33M 0.13% 168
2023
Q1 		$17.8M Buy
395,210
+217,831
+123% +$9.33M 0.16% 155
2022
Q4 		$7.24M Buy
177,379
+96,597
+120% +$4.11M 0.06% 218
2022
Q3 		$3.37M Buy
+80,782
New +$3.78M 0.04% 232

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

Westwood Holdings Group's JEPQ Position: Q2 2026 in Review

Westwood Holdings Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.5% in Q2 2026, buying an estimated $1.3M and bringing the position to 314,272 shares worth $19.3M. The position accounts for 0.15% of the portfolio, ranked #204.

Westwood Holdings Group first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $19.5M in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Westwood Holdings Group held 314,272 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $19.3M as of Q2 2026.
  • Westwood Holdings Group bought 21,936 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.3M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.15% of Westwood Holdings Group's portfolio in Q2 2026, its #204 holding.
  • Westwood Holdings Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Westwood Holdings Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $19.5M in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.