Guardian Wealth Advisors (North Carolina)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$626K	Hold	10,189	–	–	0.04%	206
2026 Q1	$566K	Hold	10,189	–	–	0.04%	202
2025 Q4	$592K	Hold	10,189	–	–	0.04%	197
2025 Q3	$586K	Hold	10,189	–	–	0.04%	190
2025 Q2	$554K	Hold	10,189	–	–	0.04%	188
2025 Q1	$528K	Hold	10,189	–	–	0.04%	180
2024 Q4	$574K	Buy	10,189 +900	+10%	+$50.5K	0.05%	176
2024 Q3	$510K	Hold	9,289	–	–	0.05%	161
2024 Q2	$516K	Hold	9,289	–	–	0.06%	150
2024 Q1	$504K	Buy	+9,289	New	+$485K	0.06%	153

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 22.96% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s JEPQ Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 10,189 shares worth $626K. The position accounts for 0.04% of the portfolio, ranked #206.

Guardian Wealth Advisors (North Carolina) first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 10,189 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $626K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #206 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.