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

Integrated Advisors Network’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 		$1.3M Sell
23,475
-7,564
-24% -$437K 0.07% 274
2025
Q4 		$1.8M Buy
31,039
+2,757
+10% +$160K 0.08% 248
2025
Q3 		$1.63M Buy
28,282
+3,481
+14% +$193K 0.07% 273
2025
Q2 		$1.35M Buy
24,801
+7,066
+40% +$364K 0.06% 302
2025
Q1 		$918K Buy
17,735
+4,169
+31% +$232K 0.05% 332
2024
Q4 		$765K Buy
13,566
+1,967
+17% +$110K 0.04% 355
2024
Q3 		$637K Sell
11,599
-1,100
-9% -$59K 0.03% 412
2024
Q2 		$705K Sell
12,699
-65
-0.5% -$3.49K 0.04% 371
2024
Q1 		$692K Sell
12,764
-87
-0.7% -$4.54K 0.04% 383
2023
Q4 		$642K Sell
12,851
-2,176
-14% -$105K 0.04% 371
2023
Q3 		$705K Sell
15,027
-1,125
-7% -$54.2K 0.04% 342
2023
Q2 		$781K Sell
16,152
-2,051
-11% -$94.8K 0.05% 325
2023
Q1 		$821K Buy
18,203
+8,922
+96% +$382K 0.05% 319
2022
Q4 		$379K Buy
9,281
+342
+4% +$14.5K 0.02% 468
2022
Q3 		$372K Buy
+8,939
New +$418K 0.03% 456

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

Integrated Advisors Network's JEPQ Position: Q1 2026 in Review

Integrated Advisors Network reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 24% in Q1 2026, selling an estimated $437K and leaving 23,475 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #274.

Integrated Advisors Network first reported a position in JEPQ in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Integrated Advisors Network held 23,475 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.3M as of Q1 2026.
  • Integrated Advisors Network sold 7,564 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $437K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of Integrated Advisors Network's portfolio in Q1 2026, its #274 holding.
  • Integrated Advisors Network first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 15 quarters since.
  • Integrated Advisors Network's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.8M in Q4 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.