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

Helium 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 		$1.38M Buy
22,436
+1,573
+8% +$93.3K 1.15% 21
2026
Q1 		$1.16M Buy
20,863
+4,953
+31% +$286K 1.1% 26
2025
Q4 		$925K Buy
15,910
+4,268
+37% +$248K 0.94% 28
2025
Q3 		$670K Sell
11,642
-4,122
-26% -$229K 0.56% 36
2025
Q2 		$858K Buy
15,764
+4,744
+43% +$245K 0.54% 35
2025
Q1 		$571K Buy
+11,020
New +$614K 0.42% 42

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Helium Advisors's JEPQ Position: Q2 2026 in Review

Helium Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.5% in Q2 2026, buying an estimated $93.3K and bringing the position to 22,436 shares worth $1.38M. The position accounts for 1.15% of the portfolio, ranked #21.

Helium Advisors first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Helium Advisors held 22,436 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.38M as of Q2 2026.
  • Helium Advisors bought 1,573 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $93.3K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.15% of Helium Advisors's portfolio in Q2 2026, its #21 holding.
  • Helium Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.