CVA Family Office’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

CVA Family Office’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	$1.91M	Buy	31,065 +7,419	+31%	+$440K	0.17%	79
2026 Q1	$1.31M	Buy	23,646 +5,741	+32%	+$332K	0.14%	97
2025 Q4	$1.04M	Buy	17,905 +1,872	+12%	+$109K	0.12%	102
2025 Q3	$922K	Sell	16,033 -1,063	-6%	-$59K	0.12%	109
2025 Q2	$930K	Buy	17,096 +614	+4%	+$31.6K	0.13%	105
2025 Q1	$853K	Buy	16,482 +5,703	+53%	+$318K	0.13%	109
2024 Q4	$608K	Buy	10,779 +255	+2%	+$14.3K	0.1%	134
2024 Q3	$578K	Buy	10,524 +1,605	+18%	+$86.1K	0.09%	134
2024 Q2	$495K	Buy	8,919 +3,380	+61%	+$182K	0.09%	139
2024 Q1	$300K	Buy	5,539 +1,534	+38%	+$80.1K	0.05%	191
2023 Q4	$200K	Buy	+4,005	New	+$193K	0.04%	236
2023 Q3	–	Sell	-2,150	Closed	-$104K	–	607
2023 Q2	$104K	Buy	+2,150	New	+$99.4K	0.02%	307

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

CVA Family Office's JEPQ Position: Q2 2026 in Review

CVA Family Office increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 31% in Q2 2026, buying an estimated $440K and bringing the position to 31,065 shares worth $1.91M. The position accounts for 0.17% of the portfolio, ranked #79.

CVA Family Office first reported a position in JEPQ in Q2 2023 and has held it in 12 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

CVA Family Office held 31,065 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.91M as of Q2 2026.
CVA Family Office bought 7,419 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $440K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.17% of CVA Family Office's portfolio in Q2 2026, its #79 holding.
CVA Family Office first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.