GSIAS
JEPQ icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Garden State Investment Advisory Services's JEPQ Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.9% in Q1 2026, buying an estimated $196K and bringing the position to 119,547 shares worth $6.64M. The position accounts for 1.46% of the portfolio, ranked #13.

Garden State Investment Advisory Services first reported a position in JEPQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.78M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Garden State Investment Advisory Services held 119,547 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.64M as of Q1 2026.
  • Garden State Investment Advisory Services bought 3,386 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $196K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.46% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #13 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 13 quarters since.
  • Garden State Investment Advisory Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.78M in Q4 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.