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Gladstone Institutional Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Gladstone Institutional Advisory’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 		$7.24M Buy
117,880
+9,710
+9% +$576K 0.23% 95
2026
Q1 		$6.01M Buy
108,170
+25,051
+30% +$1.45M 0.22% 100
2025
Q4 		$4.83M Sell
83,119
-26,331
-24% -$1.53M 0.18% 122
2025
Q3 		$6.3M Sell
109,450
-18,607
-15% -$1.03M 0.24% 97
2025
Q2 		$6.97M Buy
128,057
+108,532
+556% +$5.59M 0.29% 79
2025
Q1 		$1.01M Buy
19,525
+6,015
+45% +$335K 0.05% 329
2024
Q4 		$762K Buy
+13,510
New +$758K 0.04% 375

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

Gladstone Institutional Advisory's JEPQ Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9% in Q2 2026, buying an estimated $576K and bringing the position to 117,880 shares worth $7.24M. The position accounts for 0.23% of the portfolio, ranked #95.

Gladstone Institutional Advisory first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Gladstone Institutional Advisory held 117,880 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $7.24M as of Q2 2026.
  • Gladstone Institutional Advisory bought 9,710 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $576K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.23% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #95 holding.
  • Gladstone Institutional Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.