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

Evolution 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 Q1	$1.65M	Buy	29,660 +1,520	+5%	+$87.9K	0.17%	55
2025 Q4	$1.64M	Buy	28,140 +101	+0.4%	+$5.87K	0.16%	53
2025 Q3	$1.61M	Buy	28,039 +99	+0.4%	+$5.5K	0.22%	55
2025 Q2	$1.52M	Sell	27,940 -14,869	-35%	-$766K	0.22%	58
2025 Q1	$2.22M	Buy	42,809 +10,459	+32%	+$583K	0.37%	45
2024 Q4	$1.82M	Buy	+32,350	New	+$1.82M	0.31%	47

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

Evolution Wealth Advisors's JEPQ Position: Q1 2026 in Review

Evolution Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.4% in Q1 2026, buying an estimated $87.9K and bringing the position to 29,660 shares worth $1.65M. The position accounts for 0.17% of the portfolio, ranked #55.

Evolution Wealth Advisors first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.22M in Q1 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Evolution Wealth Advisors held 29,660 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.65M as of Q1 2026.
Evolution Wealth Advisors bought 1,520 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $87.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.17% of Evolution Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Evolution Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Evolution Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.22M in Q1 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.