Advisory Solutions Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Advisory Solutions Group’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 Q3	$221K	Buy	+3,607	New	+$215K	0.05%	260

Other funds holding JEPQ

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Advisory Solutions Group's JEPQ Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 3,607 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #260 among its holdings.

484 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Advisory Solutions Group held 3,607 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $221K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Advisory Solutions Group position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Advisory Solutions Group's portfolio in Q3 2026, its #260 holding.
484 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.