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

Centerpoint 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 Q1	$171K	Buy	3,073 +68	+2%	+$3.93K	0.06%	89
2025 Q4	$175K	Buy	3,005 +112	+4%	+$6.51K	0.05%	90
2025 Q3	$166K	Buy	2,893 +59	+2%	+$3.27K	0.05%	93
2025 Q2	$154K	Buy	2,834 +78	+3%	+$4.02K	0.05%	97
2025 Q1	$143K	Buy	2,756 +55	+2%	+$3.06K	0.05%	99
2024 Q4	$152K	Sell	2,701 -89	-3%	-$5K	0.05%	100
2024 Q3	$153K	Buy	2,790 +790	+40%	+$42.4K	0.05%	98
2024 Q2	$111K	Buy	+2,000	New	+$107K	0.04%	121

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Centerpoint Advisors's JEPQ Position: Q1 2026 in Review

Centerpoint Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.3% in Q1 2026, buying an estimated $3.93K and bringing the position to 3,073 shares worth $171K. The position accounts for 0.06% of the portfolio, ranked #89.

Centerpoint Advisors first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $175K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Centerpoint Advisors held 3,073 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $171K as of Q1 2026.
Centerpoint Advisors bought 68 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $3.93K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Centerpoint Advisors's portfolio in Q1 2026, its #89 holding.
Centerpoint Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
Centerpoint Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $175K in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.