Insigneo Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Insigneo Advisory Services’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	$2.16M	Buy	38,961 +7,939	+26%	+$459K	0.15%	122
2025 Q4	$1.8M	Buy	31,022 +8,124	+35%	+$472K	0.13%	135
2025 Q3	$1.32M	Buy	22,898 +7,811	+52%	+$434K	0.09%	176
2025 Q2	$821K	Buy	15,087 +2,480	+20%	+$128K	0.07%	217
2025 Q1	$653K	Buy	12,607 +1,622	+15%	+$90.3K	0.07%	239
2024 Q4	$619K	Sell	10,985 -40,050	-78%	-$2.25M	0.06%	250
2024 Q3	$2.8M	Sell	51,035 -81,582	-62%	-$4.38M	0.28%	67
2024 Q2	$6.59M	Buy	132,617 +110,484	+499%	+$5.94M	0.74%	18
2024 Q1	$1.2M	Buy	22,133 +15,880	+254%	+$829K	0.14%	138
2023 Q4	$315K	Buy	+6,253	New	+$302K	0.04%	321

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

Insigneo Advisory Services's JEPQ Position: Q1 2026 in Review

Insigneo Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 26% in Q1 2026, buying an estimated $459K and bringing the position to 38,961 shares worth $2.16M. The position accounts for 0.15% of the portfolio, ranked #122.

Insigneo Advisory Services first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.59M in Q2 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Insigneo Advisory Services held 38,961 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.16M as of Q1 2026.
Insigneo Advisory Services bought 7,939 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $459K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.15% of Insigneo Advisory Services's portfolio in Q1 2026, its #122 holding.
Insigneo Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Insigneo Advisory Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.59M in Q2 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.