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 Q2	$840K	Buy	13,667 +1,146	+9%	+$68K	0.01%	1209
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 $1.89T 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 22.9% 1-Year Est. Return

Atria Investments's JEPQ Position: Q2 2026 in Review

Atria Investments increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.2% in Q2 2026, buying an estimated $68K and bringing the position to 13,667 shares worth $840K. The position accounts for 0.01% of the portfolio, ranked #1209.

Atria Investments first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Atria Investments held 13,667 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $840K as of Q2 2026.
Atria Investments bought 1,146 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $68K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1209 holding.
Atria Investments first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.