Cetera Investment Advisers
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Cetera Investment Advisers’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cetera Investment Advisers’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 		$209M Buy
3,405,031
+369,387
+12% +$21.9M 0.19% 94
2026
Q1 		$169M Buy
3,035,644
+204,154
+7% +$11.8M 0.18% 103
2025
Q4 		$165M Buy
2,831,490
+137,560
+5% +$7.99M 0.18% 101
2025
Q3 		$155M Buy
2,693,930
+1,004,422
+59% +$55.8M 0.18% 100
2025
Q2 		$91.9M Buy
1,689,508
+103,290
+7% +$5.32M 0.16% 126
2025
Q1 		$82.1M Buy
1,586,218
+80,656
+5% +$4.49M 0.16% 130
2024
Q4 		$84.9M Buy
1,505,562
+164,679
+12% +$9.24M 0.18% 115
2024
Q3 		$73.7M Sell
1,340,883
-209,996
-14% -$11.3M 0.16% 132
2024
Q2 		$86.1M Buy
1,550,879
+499,083
+47% +$26.8M 0.2% 97
2024
Q1 		$57M Buy
1,051,796
+890,120
+551% +$46.5M 0.13% 147
2023
Q4 		$8.07M Buy
161,676
+154,245
+2,076% +$7.44M 0.07% 280
2023
Q3 		$349K Sell
7,431
-12,309
-62% -$593K ﹤0.01% 1622
2023
Q2 		$955K Sell
19,740
-4,887
-20% -$226K 0.01% 1081
2023
Q1 		$1.11M Buy
24,627
+18,355
+293% +$786K 0.01% 983
2022
Q4 		$256K Buy
+6,272
New +$267K ﹤0.01% 1760

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

Cetera Investment Advisers's JEPQ Position: Q2 2026 in Review

Cetera Investment Advisers increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 12% in Q2 2026, buying an estimated $21.9M and bringing the position to 3,405,031 shares worth $209M. The position accounts for 0.19% of the portfolio, ranked #94.

Cetera Investment Advisers 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.

  • Cetera Investment Advisers held 3,405,031 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $209M as of Q2 2026.
  • Cetera Investment Advisers bought 369,387 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $21.9M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of Cetera Investment Advisers's portfolio in Q2 2026, its #94 holding.
  • Cetera Investment Advisers 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.