Guyasuta Investment Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Guyasuta Investment Advisors’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	$307K	Hold	5,000	–	–	0.02%	233
2026 Q1	$278K	Hold	5,000	–	–	0.02%	236
2025 Q4	$291K	Hold	5,000	–	–	0.02%	222
2025 Q3	$288K	Hold	5,000	–	–	0.02%	221
2025 Q2	$272K	Hold	5,000	–	–	0.02%	225
2025 Q1	$259K	Hold	5,000	–	–	0.02%	218
2024 Q4	$282K	Buy	5,000 +1,000	+25%	+$56.1K	0.02%	220
2024 Q3	$220K	Buy	+4,000	New	+$215K	0.01%	254

Other funds holding JEPQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Guyasuta Investment Advisors's JEPQ Position: Q2 2026 in Review

Guyasuta Investment Advisors held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 5,000 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #233.

Guyasuta Investment Advisors first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Guyasuta Investment Advisors held 5,000 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $307K as of Q2 2026.
Guyasuta Investment Advisors left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #233 holding.
Guyasuta Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.