Zions Bancorporation, National Association’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Zions Bancorporation, National Association’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	–	Sell	-12,300	Closed	-$715K	–	1560
2025 Q4	$715K	Hold	12,300	–	–	0.03%	280
2025 Q3	$707K	Sell	12,300 -2,700	-18%	-$150K	0.04%	257
2025 Q2	$816K	Hold	15,000	–	–	0.04%	241
2025 Q1	$777K	Buy	+15,000	New	+$836K	0.05%	234

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T 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 $424B AUM 22.96% 1-Year Est. Return

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

Zions Bancorporation, National Association's JEPQ Position: Q1 2026 in Review

Zions Bancorporation, National Association sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 12,300 shares — an estimated $715K sold.

Zions Bancorporation, National Association first reported a position in JEPQ in Q1 2025 and held it in 4 quarters. The position peaked at $816K in Q2 2025. 964 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Zions Bancorporation, National Association reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Zions Bancorporation, National Association sold 12,300 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $715K.
Zions Bancorporation, National Association first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and held it in 4 quarters.
Zions Bancorporation, National Association's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $816K in Q2 2025.
964 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q1 2026, filed 8 May 2026.