Bay Rivers Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bay Rivers Group’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	$304K	Buy	4,951 +640	+15%	+$38K	0.1%	104
2026 Q1	$239K	Buy	4,311 +390	+10%	+$22.6K	0.1%	94
2025 Q4	$228K	Buy	3,921 +6	+0.2%	+$349	0.09%	89
2025 Q3	$225K	Hold	3,915	–	–	0.09%	86
2025 Q2	$213K	Buy	3,915 +50	+1%	+$2.58K	0.1%	85
2025 Q1	$200K	Buy	+3,865	New	+$215K	0.1%	81

Other funds holding JEPQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Bay Rivers Group's JEPQ Position: Q2 2026 in Review

Bay Rivers Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 15% in Q2 2026, buying an estimated $38K and bringing the position to 4,951 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #104.

Bay Rivers Group first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 507 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Bay Rivers Group held 4,951 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $304K as of Q2 2026.
Bay Rivers Group bought 640 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $38K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Bay Rivers Group's portfolio in Q2 2026, its #104 holding.
Bay Rivers Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
507 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.