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

Concurrent Investment 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	$9.61M	Buy	156,440 +49,921	+47%	+$2.96M	0.08%	266
2026 Q1	$5.91M	Buy	106,519 +15,081	+16%	+$872K	0.06%	322
2025 Q4	$5.31M	Buy	91,438 +8,178	+10%	+$475K	0.06%	316
2025 Q3	$4.79M	Buy	83,260 +9,547	+13%	+$530K	0.08%	249
2025 Q2	$4.01M	Buy	73,713 +31,238	+74%	+$1.61M	0.08%	264
2025 Q1	$2.2M	Buy	42,475 +19,270	+83%	+$1.07M	0.05%	346
2024 Q4	$1.31M	Buy	23,205 +10,577	+84%	+$594K	0.04%	424
2024 Q3	$694K	Sell	12,628 -10,754	-46%	-$577K	0.02%	548
2024 Q2	$1.3M	Buy	23,382 +6,377	+38%	+$343K	0.04%	374
2024 Q1	$922K	Buy	+17,005	New	+$888K	0.04%	386

Other funds holding JEPQ

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

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Concurrent Investment Advisors's JEPQ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 47% in Q2 2026, buying an estimated $2.96M and bringing the position to 156,440 shares worth $9.61M. The position accounts for 0.08% of the portfolio, ranked #266.

Concurrent Investment Advisors first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Concurrent Investment Advisors held 156,440 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.61M as of Q2 2026.
Concurrent Investment Advisors bought 49,921 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.96M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #266 holding.
Concurrent Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.