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

Foundations Investment 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 		$4.39M Buy
71,376
+25,168
+54% +$1.49M 0.05% 272
2026
Q1 		$2.57M Buy
46,208
+4,431
+11% +$256K 0.03% 320
2025
Q4 		$2.43M Buy
41,777
+4,091
+11% +$238K 0.03% 319
2025
Q3 		$2.17M Buy
37,686
+11,314
+43% +$628K 0.03% 306
2025
Q2 		$1.43M Buy
26,372
+6,256
+31% +$322K 0.02% 354
2025
Q1 		$1.04M Buy
20,116
+5,958
+42% +$332K 0.02% 395
2024
Q4 		$798K Buy
14,158
+2,549
+22% +$143K 0.02% 445
2024
Q3 		$638K Buy
11,609
+2,463
+27% +$132K 0.01% 460
2024
Q2 		$508K Buy
9,146
+5,044
+123% +$271K 0.01% 494
2024
Q1 		$223K Buy
+4,102
New +$214K 0.01% 652

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

Foundations Investment Advisors's JEPQ Position: Q2 2026 in Review

Foundations Investment Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 54% in Q2 2026, buying an estimated $1.49M and bringing the position to 71,376 shares worth $4.39M. The position accounts for 0.05% of the portfolio, ranked #272.

Foundations Investment Advisors first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Foundations Investment Advisors held 71,376 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.39M as of Q2 2026.
  • Foundations Investment Advisors bought 25,168 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.49M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #272 holding.
  • Foundations Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.