HighTower Advisors
JEPQ icon

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

HighTower 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 		$51.7M Sell
840,881
-10,990
-1% -$652K 0.05% 372
2026
Q1 		$47.3M Buy
851,871
+11,249
+1% +$651K 0.05% 370
2025
Q4 		$48.9M Sell
840,622
-63,752
-7% -$3.7M 0.05% 361
2025
Q3 		$52M Buy
904,374
+5,298
+0.6% +$294K 0.06% 327
2025
Q2 		$48.9M Buy
899,076
+63,311
+8% +$3.26M 0.06% 323
2025
Q1 		$43.3M Buy
835,765
+39,370
+5% +$2.19M 0.06% 322
2024
Q4 		$44.9M Buy
796,395
+87,131
+12% +$4.89M 0.06% 306
2024
Q3 		$39M Buy
709,264
+84,091
+13% +$4.51M 0.06% 329
2024
Q2 		$34.7M Buy
625,173
+89,435
+17% +$4.81M 0.05% 346
2024
Q1 		$29.1M Buy
535,738
+45,199
+9% +$2.36M 0.05% 381
2023
Q4 		$24.5M Buy
490,539
+76,467
+18% +$3.69M 0.04% 419
2023
Q3 		$19.4M Buy
414,072
+261,239
+171% +$12.6M 0.04% 456
2023
Q2 		$7.39M Buy
152,833
+77,783
+104% +$3.6M 0.01% 751
2023
Q1 		$3.38M Buy
75,050
+20,958
+39% +$898K 0.01% 1030
2022
Q4 		$2.21M Buy
54,092
+19,455
+56% +$827K 0.01% 1234
2022
Q3 		$1.44M Buy
34,637
+28,050
+426% +$1.31M ﹤0.01% 1417
2022
Q2 		$302K Buy
+6,587
New +$312K ﹤0.01% 2358

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 22.96% 1-Year Est. Return

HighTower Advisors's JEPQ Position: Q2 2026 in Review

HighTower Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.3% in Q2 2026, selling an estimated $652K and leaving 840,881 shares worth $51.7M. The position accounts for 0.05% of the portfolio, ranked #372.

HighTower Advisors first reported a position in JEPQ in Q2 2022 and has held it in 17 quarters since. The position peaked at $52M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • HighTower Advisors held 840,881 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $51.7M as of Q2 2026.
  • HighTower Advisors sold 10,990 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $652K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of HighTower Advisors's portfolio in Q2 2026, its #372 holding.
  • HighTower Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
  • HighTower Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $52M in Q3 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.