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

Heritage Wealth 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 Q1	$49.6K	Buy	893 +176	+25%	+$10.2K	﹤0.01%	330
2025 Q4	$41.7K	Hold	717	–	–	﹤0.01%	334
2025 Q3	$41.2K	Hold	717	–	–	﹤0.01%	315
2025 Q2	$39K	Hold	717	–	–	﹤0.01%	313
2025 Q1	$37.1K	Hold	717	–	–	﹤0.01%	322
2024 Q4	$40.4K	Buy	717 +147	+26%	+$8.25K	﹤0.01%	332
2024 Q3	$31.3K	Buy	570 +170	+43%	+$9.12K	﹤0.01%	366
2024 Q2	$22.2K	Hold	400	–	–	﹤0.01%	370
2024 Q1	$21.7K	Buy	+400	New	+$20.9K	﹤0.01%	391

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Advisors's JEPQ Position: Q1 2026 in Review

Heritage Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 25% in Q1 2026, buying an estimated $10.2K and bringing the position to 893 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Heritage Wealth Advisors first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Heritage Wealth Advisors held 893 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $49.6K as of Q1 2026.
Heritage Wealth Advisors bought 176 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $10.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #330 holding.
Heritage Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.