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Apella Capital’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Apella Capital’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
Q3 		$5.1M Buy
83,276
+3,119
+4% +$186K 0.06% 182
2026
Q2 		$4.75M Buy
80,157
+1,762
+2% +$105K 0.07% 170
2026
Q1 		$4.6M Buy
+78,395
New +$4.53M 0.07% 167

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Apella Capital's JEPQ Position: Q3 2026 in Review

Apella Capital increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.9% in Q3 2026, buying an estimated $186K and bringing the position to 83,276 shares worth $5.1M. The position accounts for 0.06% of the portfolio, ranked #182.

Apella Capital first reported a position in JEPQ in Q1 2026 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Apella Capital held 83,276 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.1M as of Q3 2026.
  • Apella Capital bought 3,119 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $186K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Apella Capital's portfolio in Q3 2026, its #182 holding.
  • Apella Capital first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.