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

Claro 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	$296K	Buy	5,337 +1,382	+35%	+$79.9K	0.04%	377
2025 Q4	$230K	Hold	3,955	–	–	0.03%	379
2025 Q3	$227K	Buy	+3,955	New	+$220K	0.03%	356
2025 Q2	–	Sell	-5,837	Closed	-$302K	–	445
2025 Q1	$302K	Buy	5,837 +6	+0.1%	+$334	0.04%	381
2024 Q4	$329K	Buy	+5,831	New	+$327K	0.04%	332

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

Claro Advisors's JEPQ Position: Q1 2026 in Review

Claro Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 35% in Q1 2026, buying an estimated $79.9K and bringing the position to 5,337 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #377.

Claro Advisors first reported a position in JEPQ in Q4 2024 and has held it in 5 quarters since. The position peaked at $329K in Q4 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Claro Advisors held 5,337 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $296K as of Q1 2026.
Claro Advisors bought 1,382 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $79.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #377 holding.
Claro Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
Claro Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $329K in Q4 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.