IDA
JEPQ icon

Intelligence Driven Advisers’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Intelligence Driven Advisers’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
Q3 		$5.15M Hold
84,000
– – 0.89% 17
2026
Q2 		$5.16M Buy
+84,000
New +$4.98M 0.84% 18

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Intelligence Driven Advisers's JEPQ Position: Q3 2026 in Review

Intelligence Driven Advisers held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q3 2026 at 84,000 shares worth $5.15M. The position accounts for 0.89% of the portfolio, ranked #17.

Intelligence Driven Advisers first reported a position in JEPQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.16M in Q2 2026. 51 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Intelligence Driven Advisers held 84,000 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.15M as of Q3 2026.
  • Intelligence Driven Advisers left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.89% of Intelligence Driven Advisers's portfolio in Q3 2026, its #17 holding.
  • Intelligence Driven Advisers first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Intelligence Driven Advisers's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.16M in Q2 2026.
  • 51 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.