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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
Q2 		$2.09K Hold
34
– – ﹤0.01% 1772
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ancora Advisors's JEPQ Position: Q2 2026 in Review

Ancora Advisors held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 34 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Ancora Advisors first reported a position in JEPQ in Q2 2024 and has held it in 4 quarters since. The position peaked at $5.75K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Ancora Advisors held 34 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.09K as of Q2 2026.
  • Ancora Advisors left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1772 holding.
  • Ancora Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 4 quarters since.
  • Ancora Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.75K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.