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

Hilltop 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	–	Sell	-16,579	Closed	-$964K	–	57
2025 Q4	$964K	Sell	16,579 -3,290	-17%	-$191K	0.48%	27
2025 Q3	$1.14M	Sell	19,869 -445,906	-96%	-$24.8M	0.6%	26
2025 Q2	$25.3M	Buy	465,775 +29,492	+7%	+$1.52M	14.23%	2
2025 Q1	$22.6M	Buy	436,283 +18,095	+4%	+$1.01M	12.76%	2
2024 Q4	$23.6M	Buy	418,188 +6,452	+2%	+$362K	11.92%	2
2024 Q3	$22.6M	Buy	411,736 +6,951	+2%	+$373K	10.55%	2
2024 Q2	$22.5M	Buy	404,785 +203,287	+101%	+$10.9M	11.27%	2
2024 Q1	$10.9M	Sell	201,498 -5,740	-3%	-$300K	5.59%	6
2023 Q4	$10.3M	Buy	+207,238	New	+$10M	5.9%	6

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

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

Hilltop Wealth Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 16,579 shares — an estimated $964K sold.

Hilltop Wealth Advisors first reported a position in JEPQ in Q4 2023 and held it in 9 quarters. The position peaked at $25.3M in Q2 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Hilltop Wealth Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Hilltop Wealth Advisors sold 16,579 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $964K.
Hilltop Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and held it in 9 quarters.
Hilltop Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $25.3M in Q2 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.