3Chopt Investment Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

3Chopt Investment Partners’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	$22.4K	Sell	364 -10	-3%	-$593	﹤0.01%	267
2026 Q1	$20.8K	Sell	374 -2	-0.5%	-$116	﹤0.01%	233
2025 Q4	$22.1K	Sell	376 -22	-6%	-$1.28K	﹤0.01%	227
2025 Q3	$22.9K	Buy	398 +65	+20%	+$3.61K	0.01%	227
2025 Q2	$18.1K	Buy	333 +200	+150%	+$10.3K	﹤0.01%	223
2025 Q1	$6.89K	Buy	+133	New	+$7.41K	﹤0.01%	222

Other funds holding JEPQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

3Chopt Investment Partners's JEPQ Position: Q2 2026 in Review

3Chopt Investment Partners reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.7% in Q2 2026, selling an estimated $593 and leaving 364 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

3Chopt Investment Partners first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.9K in Q3 2025. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

3Chopt Investment Partners held 364 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $22.4K as of Q2 2026.
3Chopt Investment Partners sold 10 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $593.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of 3Chopt Investment Partners's portfolio in Q2 2026, its #267 holding.
3Chopt Investment Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
3Chopt Investment Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $22.9K in Q3 2025.
693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.