Anchor Capital Management Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Anchor Capital Management 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 Q2	–	Sell	-37,000	Closed	-$2.05M	–	16
2026 Q1	$2.05M	Hold	37,000	–	–	1.43%	7
2025 Q4	$2.13M	Hold	37,000	–	–	1.08%	7
2025 Q3	$2.13M	Hold	37,000	–	–	1.08%	7
2025 Q2	$2.01M	Hold	37,000	–	–	0.94%	8
2025 Q1	$1.92M	Hold	37,000	–	–	0.88%	8
2024 Q4	$2.09M	Buy	+37,000	New	+$2.08M	0.76%	8

Other funds holding JEPQ

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Anchor Capital Management Group's JEPQ Position: Q2 2026 in Review

Anchor Capital Management Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 37,000 shares — an estimated $2.05M sold.

Anchor Capital Management Group first reported a position in JEPQ in Q4 2024 and held it in 6 quarters. The position peaked at $2.13M in Q4 2025. 609 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Anchor Capital Management Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Anchor Capital Management Group sold 37,000 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.05M.
Anchor Capital Management Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 6 quarters.
Anchor Capital Management Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.13M in Q4 2025.
609 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Anchor Capital Management Group's 13F filing for Q2 2026, filed 28 Jul 2026.