Ancora Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Ancora Advisors’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	$1.89K	Buy	+34	New	+$1.97K	﹤0.01%	2144
2025 Q4	–	Sell	-100	Closed	-$5.75K	–	2479
2025 Q3	$5.75K	Buy	+100	New	+$5.55K	﹤0.01%	1483
2024 Q3	–	Sell	-75	Closed	-$4.16K	–	1841
2024 Q2	$4.16K	Buy	+75	New	+$4.03K	﹤0.01%	1472

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

Ancora Advisors's JEPQ Position: Q1 2026 in Review

Ancora Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026: 34 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #2144 among its holdings. This is a return to the name: Ancora Advisors previously reported a position in JEPQ as recently as Q3 2025.

Ancora Advisors first reported a position in JEPQ in Q2 2024 and has held it in 3 quarters since. The position peaked at $5.75K in Q3 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Ancora Advisors held 34 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.89K as of Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Ancora Advisors position in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #2144 holding.
Ancora Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 3 quarters since.
Ancora Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.75K in Q3 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.