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

Elevated Capital 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 		$3.13K Hold
51
– – ﹤0.01% 614
2026
Q1 		$2.83K Sell
51
-9
-15% -$520 ﹤0.01% 614
2025
Q4 		$3.49K Buy
+60
New +$3.49K ﹤0.01% 560

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

Elevated Capital Advisors's JEPQ Position: Q2 2026 in Review

Elevated Capital Advisors held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 51 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Elevated Capital Advisors first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.49K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Elevated Capital Advisors held 51 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.13K as of Q2 2026.
  • Elevated Capital Advisors left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #614 holding.
  • Elevated Capital Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.49K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.