Avantax Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Avantax Advisory Services’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
2025 Q2	$56M	Buy	1,029,437 +60,193	+6%	+$3.1M	0.31%	46
2025 Q1	$50.2M	Buy	969,244 +825,516	+574%	+$46M	0.3%	43
2024 Q4	$8.1M	Buy	143,728 +16,336	+13%	+$917K	0.05%	273
2024 Q3	$7M	Buy	127,392 +27,375	+27%	+$1.47M	0.05%	313
2024 Q2	$5.55M	Buy	100,017 +11,175	+13%	+$601K	0.04%	340
2024 Q1	$4.82M	Buy	88,842 +75,794	+581%	+$3.96M	0.04%	312
2023 Q4	$651K	Buy	+13,048	New	+$630K	0.01%	877
2022 Q4	–	Sell	-8,318	Closed	-$346K	–	1445
2022 Q3	$346K	Buy	+8,318	New	+$389K	0.01%	932

Other funds holding JEPQ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's JEPQ Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6.2% in Q2 2025, buying an estimated $3.1M and bringing the position to 1,029,437 shares worth $56M. The position accounts for 0.31% of the portfolio, ranked #46.

Avantax Advisory Services first reported a position in JEPQ in Q3 2022 and has held it in 8 quarters since. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

Avantax Advisory Services held 1,029,437 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $56M as of Q2 2025.
Avantax Advisory Services bought 60,193 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $3.1M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.31% of Avantax Advisory Services's portfolio in Q2 2025, its #46 holding.
Avantax Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 8 quarters since.
804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.