Continuum Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Continuum Advisory’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	$1.68M	Sell	27,325 -84	-0.3%	-$4.99K	0.14%	140
2026 Q1	$1.52M	Buy	27,409 +293	+1%	+$16.9K	0.15%	136
2025 Q4	$1.58M	Sell	27,116 -786	-3%	-$45.7K	0.16%	121
2025 Q3	$1.6M	Sell	27,902 -2,489	-8%	-$138K	0.17%	117
2025 Q2	$1.65M	Sell	30,391 -671	-2%	-$34.6K	0.2%	105
2025 Q1	$1.61M	Buy	31,062 +8,848	+40%	+$493K	0.21%	106
2024 Q4	$1.25M	Buy	22,214 +3,214	+17%	+$180K	0.16%	127
2024 Q3	$1.07M	Buy	19,000 +10,368	+120%	+$556K	0.14%	153
2024 Q2	$479K	Buy	8,632 +3,214	+59%	+$173K	0.07%	232
2024 Q1	$289K	Buy	5,418 +683	+14%	+$35.7K	0.04%	312
2023 Q4	$236K	Buy	+4,735	New	+$229K	0.03%	413

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

Continuum Advisory's JEPQ Position: Q2 2026 in Review

Continuum Advisory reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.31% in Q2 2026, selling an estimated $4.99K and leaving 27,325 shares worth $1.68M. The position accounts for 0.14% of the portfolio, ranked #140.

Continuum Advisory first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. 1,025 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Continuum Advisory held 27,325 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.68M as of Q2 2026.
Continuum Advisory sold 84 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $4.99K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.14% of Continuum Advisory's portfolio in Q2 2026, its #140 holding.
Continuum Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
1,025 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.