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JEPQJEPQ
16 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Yes. Commonwealth Equity Services holds 3,290,625 shares of JEPQ, worth $202.2M, as of its Q2 2026 13F filing. It increased the position by 167,946 shares (+5.4%) from Q1 2026. Commonwealth Equity Services has held JEPQ since Q3 2022, across 16 quarterly 13F filings. JEPQ is 0.3% of Commonwealth Equity Services' reported 13F portfolio.

Current Value

$202.2M

Current Shares

3.3M

Total Value Change

+$192.5M

Total Shares Change

+3.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.3M
+5.4%
$202.2M0.3%$58.86
39
2026-Q1
Increased
3.1M
+8.7%
$173.4M0.2%$51.63
40
2025-Q4
Increased
2.9M
+3.2%
$167M0.2%$53.15
38
2025-Q3
Decreased
2.8M
-2.7%
$160.1M0.2%$50.79
0
2025-Q2
Increased
2.9M
+4.2%
$155.5M0.2%$46.84
38
2025-Q1
Increased
2.7M
+32.2%
$142.1M0.2%$43.09
46
2024-Q4
Increased
2.1M
+19.6%
$117M0.2%$46.15
43
2024-Q3
Decreased
1.7M
-3.3%
$95.3M0.1%$43.37
0
2024-Q2
Increased
1.8M
+19.5%
$99.6M0.2%$42.69
42
2024-Q1
Increased
1.5M
+4.5%
$81.5M0.1%$40.71
37
2023-Q4
Increased
1.4M
+18.8%
$71.8M0.1%$36.96
42
2023-Q3
Increased
1.2M
+18.9%
$56.8M0.1%$33.57
41
2023-Q2
Increased
1M
+80.6%
$49.2M0.1%$33.76
54
2023-Q1
Increased
563,422
+42.5%
$25.4M0.1%$30.60
38
2022-Q4
Increased
395,436
+68.5%
$16.1M0.0%$27.12
42
2022-Q3
New
234,723
-
$9.8M0.0%$26.29
38

Other major holders of JEPQ: JPMORGAN CHASE & CO, MORGAN STANLEY

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