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Beacon Pointe Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Beacon Pointe Advisors’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 		$12.3M Buy
199,609
+33,046
+20% +$1.96M 0.06% 294
2026
Q1 		$9.25M Buy
166,563
+45,169
+37% +$2.61M 0.05% 338
2025
Q4 		$7.06M Buy
121,394
+1,326
+1% +$77K 0.05% 317
2025
Q3 		$6.91M Buy
120,068
+20,635
+21% +$1.15M 0.06% 293
2025
Q2 		$5.41M Buy
99,433
+16,992
+21% +$876K 0.06% 295
2025
Q1 		$4.27M Buy
82,441
+28,614
+53% +$1.59M 0.05% 329
2024
Q4 		$3.03M Buy
53,827
+4,642
+9% +$261K 0.03% 363
2024
Q3 		$2.7M Buy
49,185
+128
+0.3% +$6.87K 0.03% 409
2024
Q2 		$2.72M Buy
49,057
+12,794
+35% +$688K 0.03% 415
2024
Q1 		$1.97M Buy
36,263
+19,309
+114% +$1.01M 0.02% 498
2023
Q4 		$847K Buy
16,954
+12,605
+290% +$608K 0.01% 723
2023
Q3 		$204K Buy
+4,349
New +$209K ﹤0.01% 1228

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beacon Pointe Advisors's JEPQ Position: Q2 2026 in Review

Beacon Pointe Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 20% in Q2 2026, buying an estimated $1.96M and bringing the position to 199,609 shares worth $12.3M. The position accounts for 0.06% of the portfolio, ranked #294.

Beacon Pointe Advisors first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Beacon Pointe Advisors held 199,609 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $12.3M as of Q2 2026.
  • Beacon Pointe Advisors bought 33,046 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.96M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #294 holding.
  • Beacon Pointe Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.