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

Independence Asset 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	$450K	Buy	7,324 +191	+3%	+$11.3K	0.12%	19
2026 Q1	$396K	Buy	7,133 +168	+2%	+$9.72K	0.14%	19
2025 Q4	$409K	Buy	6,965 +156	+2%	+$9.06K	0.23%	15
2025 Q3	$391K	Buy	+6,809	New	+$378K	0.17%	17

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Independence Asset Advisors's JEPQ Position: Q2 2026 in Review

Independence Asset Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.7% in Q2 2026, buying an estimated $11.3K and bringing the position to 7,324 shares worth $450K. The position accounts for 0.12% of the portfolio, ranked #19.

Independence Asset Advisors first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Independence Asset Advisors held 7,324 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $450K as of Q2 2026.
Independence Asset Advisors bought 191 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $11.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of Independence Asset Advisors's portfolio in Q2 2026, its #19 holding.
Independence Asset Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
246 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.