Avior Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Avior Wealth Management’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	$15.3M	Buy	248,290 +79,851	+47%	+$4.74M	0.4%	59
2026 Q1	$9.35M	Buy	168,439 +55,566	+49%	+$3.21M	0.27%	85
2025 Q4	$6.56M	Buy	112,873 +9,310	+9%	+$541K	0.2%	92
2025 Q3	$5.96M	Buy	103,563 +30,576	+42%	+$1.7M	0.19%	95
2025 Q2	$3.97M	Buy	72,987 +14,040	+24%	+$724K	0.14%	123
2025 Q1	$3.05M	Buy	58,947 +14,653	+33%	+$816K	0.12%	137
2024 Q4	$2.5M	Buy	44,294 +14,917	+51%	+$837K	0.09%	155
2024 Q3	$1.61M	Buy	29,377 +17,140	+140%	+$919K	0.06%	198
2024 Q2	$679K	Buy	12,237 +10,019	+452%	+$538K	0.03%	355
2024 Q1	$120K	Buy	2,218 +11	+0.5%	+$574	0.01%	885
2023 Q4	$110K	Buy	2,207 +1,104	+100%	+$53.3K	0.01%	603
2023 Q3	$51.8K	Buy	1,103 +444	+67%	+$21.4K	﹤0.01%	754
2023 Q2	$31.9K	Buy	659 +415	+170%	+$19.2K	﹤0.01%	852
2023 Q1	$11K	Buy	244 +124	+103%	+$5.31K	﹤0.01%	1036
2022 Q4	$4.9K	Buy	+120	New	+$5.1K	﹤0.01%	953

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 22.96% 1-Year Est. Return

Avior Wealth Management's JEPQ Position: Q2 2026 in Review

Avior Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 47% in Q2 2026, buying an estimated $4.74M and bringing the position to 248,290 shares worth $15.3M. The position accounts for 0.4% of the portfolio, ranked #59.

Avior Wealth Management first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Avior Wealth Management held 248,290 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $15.3M as of Q2 2026.
Avior Wealth Management bought 79,851 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $4.74M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.4% of Avior Wealth Management's portfolio in Q2 2026, its #59 holding.
Avior Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.