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

Crewe 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 		$963K Buy
15,662
+3,625
+30% +$215K 0.07% 95
2026
Q1 		$668K Buy
12,037
+2,731
+29% +$158K 0.06% 105
2025
Q4 		$541K Buy
9,306
+2,245
+32% +$130K 0.05% 119
2025
Q3 		$406K Buy
+7,061
New +$392K 0.04% 141
2025
Q2 		– Sell
-2,536
Closed -$131K – 800
2025
Q1 		$131K Buy
2,536
+2,027
+398% +$113K 0.02% 171
2024
Q4 		$28.7K Buy
509
+309
+155% +$17.3K ﹤0.01% 324
2024
Q3 		$11K Buy
+200
New +$10.7K ﹤0.01% 480

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crewe Advisors's JEPQ Position: Q2 2026 in Review

Crewe Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 30% in Q2 2026, buying an estimated $215K and bringing the position to 15,662 shares worth $963K. The position accounts for 0.07% of the portfolio, ranked #95.

Crewe Advisors first reported a position in JEPQ in Q3 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Crewe Advisors held 15,662 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $963K as of Q2 2026.
  • Crewe Advisors bought 3,625 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $215K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of Crewe Advisors's portfolio in Q2 2026, its #95 holding.
  • Crewe Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.