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JEPQ icon

Advisornet Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Advisornet Financial’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 		$4.2M Sell
68,387
-48,163
-41% -$2.86M 0.19% 104
2026
Q1 		$6.47M Sell
116,550
-39,975
-26% -$2.31M 0.34% 67
2025
Q4 		$9.1M Sell
156,525
-18,191
-10% -$1.06M 0.48% 47
2025
Q3 		$10M Buy
174,716
+11,836
+7% +$657K 0.57% 42
2025
Q2 		$8.86M Buy
162,880
+96,815
+147% +$4.99M 0.57% 40
2025
Q1 		$3.42M Buy
66,065
+33,811
+105% +$1.88M 0.25% 84
2024
Q4 		$1.82M Buy
32,254
+7,142
+28% +$401K 0.15% 147
2024
Q3 		$1.38M Buy
25,112
+1,861
+8% +$99.8K 0.1% 188
2024
Q2 		$1.29M Buy
23,251
+2,963
+15% +$159K 0.12% 179
2024
Q1 		$1.1M Buy
20,288
+2,267
+13% +$118K 0.11% 193
2023
Q4 		$900K Buy
18,021
+5,274
+41% +$255K 0.08% 229
2023
Q3 		$598K Buy
12,747
+5,757
+82% +$277K 0.05% 276
2023
Q2 		$338K Buy
6,990
+3,011
+76% +$139K 0.03% 378
2023
Q1 		$179K Buy
3,979
+954
+32% +$40.9K 0.02% 487
2022
Q4 		$123K Sell
3,025
-893
-23% -$38K 0.01% 576
2022
Q3 		$163K Buy
+3,918
New +$183K 0.02% 545

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisornet Financial's JEPQ Position: Q2 2026 in Review

Advisornet Financial reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 41% in Q2 2026, selling an estimated $2.86M and leaving 68,387 shares worth $4.2M. The position accounts for 0.19% of the portfolio, ranked #104.

Advisornet Financial first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $10M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Advisornet Financial held 68,387 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.2M as of Q2 2026.
  • Advisornet Financial sold 48,163 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.86M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of Advisornet Financial's portfolio in Q2 2026, its #104 holding.
  • Advisornet Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Advisornet Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $10M in Q3 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.