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Great Diamond Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Great Diamond Partners’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 		$1.03M Buy
16,721
+202
+1% +$12K 0.18% 122
2026
Q1 		$917K Sell
16,519
-63
-0.4% -$3.64K 0.18% 118
2025
Q4 		$964K Buy
+16,582
New +$963K 0.19% 119

Other funds holding JEPQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Great Diamond Partners's JEPQ Position: Q2 2026 in Review

Great Diamond Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.2% in Q2 2026, buying an estimated $12K and bringing the position to 16,721 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #122.

Great Diamond Partners first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Great Diamond Partners held 16,721 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.03M as of Q2 2026.
  • Great Diamond Partners bought 202 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $12K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.18% of Great Diamond Partners's portfolio in Q2 2026, its #122 holding.
  • Great Diamond Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.