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 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 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

Gladstone Institutional Advisory's JEPQ Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 30% in Q1 2026, buying an estimated $1.45M and bringing the position to 108,170 shares worth $6.01M. The position accounts for 0.22% of the portfolio, ranked #100.

Gladstone Institutional Advisory first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.97M in Q2 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Gladstone Institutional Advisory held 108,170 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.01M as of Q1 2026.
Gladstone Institutional Advisory bought 25,051 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.45M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.22% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #100 holding.
Gladstone Institutional Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Gladstone Institutional Advisory's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.97M in Q2 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.