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

AssuredPartners Investment 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 		– Sell
-61,037
Closed -$3.55M – 423
2025
Q4 		$3.55M Buy
61,037
+49,810
+444% +$2.89M 0.53% 48
2025
Q3 		$646K Buy
+11,227
New +$623K 0.14% 113

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssuredPartners Investment Advisors's JEPQ Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 61,037 shares — an estimated $3.55M sold.

AssuredPartners Investment Advisors first reported a position in JEPQ in Q3 2025 and held it in 2 quarters. The position peaked at $3.55M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • AssuredPartners Investment Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 61,037 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $3.55M.
  • AssuredPartners Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.55M in Q4 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.