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

Ameritas Advisory Services’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	$5.86M	Buy	95,380 +52,928	+125%	+$3.14M	0.12%	176
2026 Q1	$2.36M	Sell	42,452 -1,026	-2%	-$59.3K	0.09%	201
2025 Q4	$2.53M	Buy	43,478 +1,090	+3%	+$63.3K	0.09%	196
2025 Q3	$2.44M	Buy	42,388 +460	+1%	+$25.5K	0.16%	124
2025 Q2	$2.28M	Sell	41,928 -47,995	-53%	-$2.47M	0.12%	171
2025 Q1	$4.71M	Sell	89,923 -12,330	-12%	-$687K	0.19%	120
2024 Q4	$5.77M	Buy	102,253 +45,700	+81%	+$2.57M	0.2%	103
2024 Q3	$3.11M	Sell	56,553 -35,626	-39%	-$1.91M	0.13%	161
2024 Q2	$5.12M	Buy	92,179 +18,014	+24%	+$968K	0.19%	107
2024 Q1	$3.93M	Buy	74,165 +59,090	+392%	+$3.09M	0.16%	124
2023 Q4	$760K	Sell	15,075 -42,336	-74%	-$2.04M	0.04%	345
2023 Q3	$2.7M	Buy	57,411 +24,061	+72%	+$1.16M	0.13%	157
2023 Q2	$1.6M	Sell	33,350 -7,849	-19%	-$363K	0.21%	108
2023 Q1	$1.86M	Buy	41,199 +8,609	+26%	+$369K	0.09%	206
2022 Q4	$1.33M	Buy	+32,590	New	+$1.39M	0.06%	281

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

Ameritas Advisory Services's JEPQ Position: Q2 2026 in Review

Ameritas Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 125% in Q2 2026, buying an estimated $3.14M and bringing the position to 95,380 shares worth $5.86M. The position accounts for 0.12% of the portfolio, ranked #176.

Ameritas Advisory Services first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Ameritas Advisory Services held 95,380 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.86M as of Q2 2026.
Ameritas Advisory Services bought 52,928 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.14M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of Ameritas Advisory Services's portfolio in Q2 2026, its #176 holding.
Ameritas Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.