Harvest Investment Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Harvest Investment Services’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	$449K	Sell	7,313 -468	-6%	-$27.8K	0.07%	249
2026 Q1	$432K	Sell	7,781 -2,226	-22%	-$129K	0.08%	223
2025 Q4	$582K	Buy	10,007 +1,927	+24%	+$112K	0.11%	185
2025 Q3	$465K	Buy	8,080 +23	+0.3%	+$1.28K	0.09%	202
2025 Q2	$438K	Buy	+8,057	New	+$415K	0.1%	206
2025 Q1	–	Sell	-8,061	Closed	-$454K	–	318
2024 Q4	$454K	Buy	8,061 +3,727	+86%	+$209K	0.11%	179
2024 Q3	$238K	Buy	+4,334	New	+$232K	0.08%	197

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

Harvest Investment Services's JEPQ Position: Q2 2026 in Review

Harvest Investment Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6% in Q2 2026, selling an estimated $27.8K and leaving 7,313 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #249.

Harvest Investment Services first reported a position in JEPQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $582K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Harvest Investment Services held 7,313 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $449K as of Q2 2026.
Harvest Investment Services sold 468 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $27.8K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of Harvest Investment Services's portfolio in Q2 2026, its #249 holding.
Harvest Investment Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
Harvest Investment Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $582K in Q4 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.