Hamel Associates’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Hamel Associates’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	$520K	Buy	8,462 +2,735	+48%	+$162K	0.14%	66
2026 Q1	$318K	Buy	5,727 +1,261	+28%	+$72.9K	0.09%	71
2025 Q4	$260K	Buy	4,466 +888	+25%	+$51.6K	0.08%	74
2025 Q3	$206K	Sell	3,578 -665	-16%	-$36.9K	0.06%	80
2025 Q2	$231K	Buy	+4,243	New	+$219K	0.08%	79
2024 Q3	–	Sell	-6,460	Closed	-$359K	–	77
2024 Q2	$359K	Buy	+6,460	New	+$347K	0.11%	68

Other funds holding JEPQ

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Hamel Associates's JEPQ Position: Q2 2026 in Review

Hamel Associates increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 48% in Q2 2026, buying an estimated $162K and bringing the position to 8,462 shares worth $520K. The position accounts for 0.14% of the portfolio, ranked #66.

Hamel Associates first reported a position in JEPQ in Q2 2024 and has held it in 6 quarters since. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Hamel Associates held 8,462 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $520K as of Q2 2026.
Hamel Associates bought 2,735 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $162K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.14% of Hamel Associates's portfolio in Q2 2026, its #66 holding.
Hamel Associates first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 6 quarters since.
526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.