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 Q2	$44.1K	Sell	717 -176	-20%	-$10.4K	﹤0.01%	354
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 $1.89T 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

Heritage Wealth Advisors's JEPQ Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 20% in Q2 2026, selling an estimated $10.4K and leaving 717 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Heritage Wealth Advisors first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $49.6K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Heritage Wealth Advisors held 717 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $44.1K as of Q2 2026.
Heritage Wealth Advisors sold 176 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $10.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #354 holding.
Heritage Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
Heritage Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $49.6K in Q1 2026.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.