Advisory Services Network’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Advisory Services Network’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	$2.39M	Buy	43,100 +9,386	+28%	+$543K	0.03%	571
2025 Q4	$1.96M	Buy	33,714 +2,974	+10%	+$173K	0.03%	609
2025 Q3	$1.77M	Sell	30,740 -3,873	-11%	-$215K	0.03%	632
2025 Q2	$1.91M	Buy	34,613 +11,056	+47%	+$570K	0.03%	581
2025 Q1	$1.22M	Buy	23,557 +8,683	+58%	+$484K	0.02%	681
2024 Q4	$839K	Buy	14,874 +820	+6%	+$46K	0.02%	821
2024 Q3	$780K	Hold	14,054	–	–	0.02%	807
2024 Q2	$780K	Buy	14,054 +3,298	+31%	+$177K	0.02%	807
2024 Q1	$583K	Buy	10,756 +1,048	+11%	+$54.7K	0.01%	901
2023 Q4	$485K	Sell	9,708 -10,026	-51%	-$484K	0.01%	912
2023 Q3	$926K	Buy	19,734 +3,232	+20%	+$156K	0.02%	663
2023 Q2	$798K	Buy	16,502 +13,246	+407%	+$612K	0.02%	711
2023 Q1	$147K	Buy	3,256 +1,470	+82%	+$63K	﹤0.01%	1451
2022 Q4	$72.9K	Buy	+1,786	New	+$75.9K	﹤0.01%	1774

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisory Services Network's JEPQ Position: Q1 2026 in Review

Advisory Services Network increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 28% in Q1 2026, buying an estimated $543K and bringing the position to 43,100 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #571.

Advisory Services Network first reported a position in JEPQ in Q4 2022 and has held it in 14 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Advisory Services Network held 43,100 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.39M as of Q1 2026.
Advisory Services Network bought 9,386 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $543K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Advisory Services Network's portfolio in Q1 2026, its #571 holding.
Advisory Services Network first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.