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

Advisor Resource Council’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	$289K	Sell	4,800 -3,750	-44%	-$223K	0.08%	210
2026 Q1	$475K	Sell	8,550 -2,050	-19%	-$119K	0.15%	134
2025 Q4	$629K	Buy	+10,600	New	+$616K	0.22%	99
2025 Q3	–	Sell	-8,950	Closed	-$487K	–	111
2025 Q2	$487K	Sell	8,950 -167,333	-95%	-$8.63M	0.19%	82
2025 Q1	$8.66M	Buy	+176,283	New	+$9.82M	0.7%	28
2024 Q1	–	Sell	-63,228	Closed	-$3.16M	–	372
2023 Q4	$3.16M	Buy	+63,228	New	+$3.05M	0.37%	70

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Advisor Resource Council's JEPQ Position: Q2 2026 in Review

Advisor Resource Council reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 44% in Q2 2026, selling an estimated $223K and leaving 4,800 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #210.

Advisor Resource Council first reported a position in JEPQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $8.66M in Q1 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Advisor Resource Council held 4,800 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $289K as of Q2 2026.
Advisor Resource Council sold 3,750 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $223K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Advisor Resource Council's portfolio in Q2 2026, its #210 holding.
Advisor Resource Council first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 6 quarters since.
Advisor Resource Council's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $8.66M in Q1 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.