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 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 $1.66T 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

Continuum Advisory's JEPQ Position: Q1 2026 in Review

Continuum Advisory increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.1% in Q1 2026, buying an estimated $16.9K and bringing the position to 27,409 shares worth $1.52M. The position accounts for 0.15% of the portfolio, ranked #136.

Continuum Advisory first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.65M in Q2 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Continuum Advisory held 27,409 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.52M as of Q1 2026.
Continuum Advisory bought 293 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $16.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.15% of Continuum Advisory's portfolio in Q1 2026, its #136 holding.
Continuum Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Continuum Advisory's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.65M in Q2 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.