Atria Investments’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Atria Investments’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	$695K	Sell	12,521 -414	-3%	-$23.9K	0.01%	1273
2025 Q4	$752K	Buy	12,935 +1,052	+9%	+$61.1K	0.01%	1223
2025 Q3	$683K	Sell	11,883 -1,200	-9%	-$66.6K	0.01%	1247
2025 Q2	$712K	Buy	13,083 +3,581	+38%	+$185K	0.01%	1230
2025 Q1	$492K	Sell	9,502 -544	-5%	-$30.3K	0.01%	1364
2024 Q4	$566K	Buy	+10,046	New	+$564K	0.01%	1266
2024 Q3	–	Sell	-7,381	Closed	-$410K	–	1982
2024 Q2	$410K	Buy	+7,381	New	+$397K	0.01%	1408

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

Atria Investments's JEPQ Position: Q1 2026 in Review

Atria Investments reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.2% in Q1 2026, selling an estimated $23.9K and leaving 12,521 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #1273.

Atria Investments first reported a position in JEPQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $752K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Atria Investments held 12,521 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $695K as of Q1 2026.
Atria Investments sold 414 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $23.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1273 holding.
Atria Investments first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 7 quarters since.
Atria Investments's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $752K in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.