Annis Gardner Whiting Capital Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-1,447	Closed	-$80.3K	–	820
2026 Q1	$80.3K	Buy	1,447 +1,250	+635%	+$72.3K	0.01%	484
2025 Q4	$11.4K	Buy	197 +5	+3%	+$291	﹤0.01%	752
2025 Q3	$11K	Sell	192 -970	-83%	-$53.8K	﹤0.01%	696
2025 Q2	$63.2K	Buy	+1,162	New	+$59.9K	0.02%	379

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

Annis Gardner Whiting Capital Advisors's JEPQ Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 1,447 shares — an estimated $80.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in JEPQ in Q2 2025 and held it in 4 quarters. The position peaked at $80.3K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,447 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $80.3K.
Annis Gardner Whiting Capital Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $80.3K in Q1 2026.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.