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

EverSource Wealth 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 		$107K Buy
1,740
+143
+9% +$8.49K ﹤0.01% 1350
2026
Q1 		$88.7K Sell
1,597
-348
-18% -$20.1K ﹤0.01% 1509
2025
Q4 		$113K Sell
1,945
-1,695
-47% -$98.5K ﹤0.01% 1250
2025
Q3 		$209K Sell
3,640
-1,541
-30% -$85.5K 0.01% 881
2025
Q2 		$282K Sell
5,181
-6,565
-56% -$338K 0.01% 698
2025
Q1 		$608K Buy
11,746
+7,613
+184% +$424K 0.03% 345
2024
Q4 		$233K Buy
4,133
+4,000
+3,008% +$225K 0.01% 601
2024
Q3 		$7.31K Buy
133
+83
+166% +$4.45K ﹤0.01% 2043
2024
Q2 		$2.69K Sell
50
-139
-74% -$7.47K ﹤0.01% 2457
2024
Q1 		$9.84K Buy
+189
New +$9.87K ﹤0.01% 1694

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

EverSource Wealth Advisors's JEPQ Position: Q2 2026 in Review

EverSource Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9% in Q2 2026, buying an estimated $8.49K and bringing the position to 1,740 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

EverSource Wealth Advisors first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $608K in Q1 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • EverSource Wealth Advisors held 1,740 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $107K as of Q2 2026.
  • EverSource Wealth Advisors bought 143 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $8.49K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1350 holding.
  • EverSource Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $608K in Q1 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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