Garden State Investment Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Garden State Investment Advisory Services’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	$7.87M	Buy	127,998 +8,451	+7%	+$501K	1.42%	12
2026 Q1	$6.64M	Buy	119,547 +3,386	+3%	+$196K	1.46%	13
2025 Q4	$6.78M	Buy	116,161 +402	+0.3%	+$23.4K	1.49%	12
2025 Q3	$6.66M	Buy	115,759 +11,317	+11%	+$628K	1.48%	13
2025 Q2	$5.69M	Buy	104,442 +1,361	+1%	+$70.2K	1.43%	16
2025 Q1	$5.34M	Buy	103,081 +16,611	+19%	+$925K	1.71%	13
2024 Q4	$4.89M	Buy	86,470 +10,827	+14%	+$608K	1.46%	16
2024 Q3	$4.16M	Buy	75,643 +5,728	+8%	+$307K	1.33%	21
2024 Q2	$3.88M	Buy	69,915 +12,362	+21%	+$664K	1.34%	19
2024 Q1	$3.11M	Buy	57,553 +9,431	+20%	+$492K	1.14%	21
2023 Q4	$2.4M	Buy	48,122 +280	+0.6%	+$13.5K	0.96%	25
2023 Q3	$2.25M	Buy	47,842 +14,428	+43%	+$695K	1.03%	23
2023 Q2	$1.62M	Buy	33,414 +7,528	+29%	+$348K	0.64%	31
2023 Q1	$1.17M	Buy	+25,886	New	+$1.11M	0.5%	39

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 22.9% 1-Year Est. Return

Garden State Investment Advisory Services's JEPQ Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.1% in Q2 2026, buying an estimated $501K and bringing the position to 127,998 shares worth $7.87M. The position accounts for 1.42% of the portfolio, ranked #12.

Garden State Investment Advisory Services first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Garden State Investment Advisory Services held 127,998 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $7.87M as of Q2 2026.
Garden State Investment Advisory Services bought 8,451 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $501K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.42% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #12 holding.
Garden State Investment Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.