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

Callahan 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	$287K	Buy	+4,677	New	+$278K	0.02%	160

Other funds holding JEPQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Callahan Advisors's JEPQ Position: Q2 2026 in Review

Callahan Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 4,677 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #160 among its holdings.

549 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Callahan Advisors held 4,677 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $287K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Callahan Advisors position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Callahan Advisors's portfolio in Q2 2026, its #160 holding.
549 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.