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Stonebridge Financial Group, LLC/CA’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$2.62M Buy
+42,705
New +$2.53M 0.36% 60

Other funds holding JEPQ

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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's JEPQ Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 42,705 shares worth $2.62M. The stake represents 0.36% of the portfolio and ranks #60 among its holdings.

890 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 42,705 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.62M as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.36% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #60 holding.
  • 890 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.