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JEPQ icon

Advisor OS’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Advisor OS’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 		$426K Buy
7,679
+125
+2% +$7.23K 0.03% 335
2025
Q4 		$439K Buy
7,554
+1
+0% +$58 0.04% 299
2025
Q3 		$434K Buy
+7,553
New +$419K 0.04% 288
2024
Q3 		– Sell
-3,608
Closed -$200K – 419
2024
Q2 		$200K Sell
3,608
-627
-15% -$33.7K 0.02% 377
2024
Q1 		$230K Buy
+4,235
New +$221K 0.03% 353

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisor OS's JEPQ Position: Q1 2026 in Review

Advisor OS increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.7% in Q1 2026, buying an estimated $7.23K and bringing the position to 7,679 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #335.

Advisor OS first reported a position in JEPQ in Q1 2024 and has held it in 5 quarters since. The position peaked at $439K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Advisor OS held 7,679 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $426K as of Q1 2026.
  • Advisor OS bought 125 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $7.23K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Advisor OS's portfolio in Q1 2026, its #335 holding.
  • Advisor OS first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 5 quarters since.
  • Advisor OS's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $439K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.