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 Q2	$338K	Buy	5,498 +161	+3%	+$9.55K	0.04%	371
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 $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Claro Advisors's JEPQ Position: Q2 2026 in Review

Claro Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3% in Q2 2026, buying an estimated $9.55K and bringing the position to 5,498 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #371.

Claro Advisors first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Claro Advisors held 5,498 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $338K as of Q2 2026.
Claro Advisors bought 161 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $9.55K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #371 holding.
Claro Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.