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High Net Worth Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

High Net Worth Advisory Group’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 		$6.41M Buy
115,424
+3,071
+3% +$178K 1.49% 13
2025
Q4 		$6.53M Buy
112,353
+7,674
+7% +$446K 1.51% 12
2025
Q3 		$6.02M Buy
104,679
+21,219
+25% +$1.18M 1.45% 15
2025
Q2 		$4.54M Sell
83,460
-3,451
-4% -$178K 1.2% 19
2025
Q1 		$4.5M Sell
86,911
-4,875
-5% -$272K 1.27% 18
2024
Q4 		$5.17M Sell
91,786
-1,871
-2% -$105K 1.45% 15
2024
Q3 		$5.14M Buy
93,657
+3,358
+4% +$180K 1.41% 16
2024
Q2 		$5.01M Buy
90,299
+6,764
+8% +$364K 1.52% 15
2024
Q1 		$4.53M Buy
83,535
+19,655
+31% +$1.03M 1.43% 17
2023
Q4 		$3.19M Buy
63,880
+39
+0.1% +$1.88K 1.18% 19
2023
Q3 		$3M Buy
63,841
+7,562
+13% +$364K 1.2% 21
2023
Q2 		$2.72M Buy
56,279
+5,777
+11% +$267K 1.06% 21
2023
Q1 		$2.28M Buy
50,502
+6,869
+16% +$294K 0.93% 24
2022
Q4 		$1.78M Buy
43,633
+28,027
+180% +$1.19M 0.69% 34
2022
Q3 		$650K Buy
15,606
+7,260
+87% +$340K 0.28% 86
2022
Q2 		$382K Buy
+8,346
New +$395K 0.16% 121

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

High Net Worth Advisory Group's JEPQ Position: Q1 2026 in Review

High Net Worth Advisory Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.7% in Q1 2026, buying an estimated $178K and bringing the position to 115,424 shares worth $6.41M. The position accounts for 1.49% of the portfolio, ranked #13.

High Net Worth Advisory Group first reported a position in JEPQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.53M in Q4 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • High Net Worth Advisory Group held 115,424 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.41M as of Q1 2026.
  • High Net Worth Advisory Group bought 3,071 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $178K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.49% of High Net Worth Advisory Group's portfolio in Q1 2026, its #13 holding.
  • High Net Worth Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and has held it in 16 quarters since.
  • High Net Worth Advisory Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.53M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.