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

Investment 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 Q2	$2.9M	Sell	47,238 -1,524	-3%	-$90.4K	0.84%	34
2026 Q1	$2.71M	Sell	48,762 -463	-0.9%	-$26.8K	0.86%	31
2025 Q4	$2.86M	Buy	49,225 +2,292	+5%	+$133K	0.9%	28
2025 Q3	$2.7M	Buy	46,933 +5,165	+12%	+$287K	0.85%	28
2025 Q2	$2.27M	Buy	41,768 +621	+2%	+$32K	0.76%	33
2025 Q1	$2.13M	Buy	41,147 +5,386	+15%	+$300K	0.77%	34
2024 Q4	$2.02M	Buy	35,761 +21,603	+153%	+$1.21M	0.71%	34
2024 Q3	$778K	Buy	+14,158	New	+$759K	0.27%	61

Other funds holding JEPQ

AAA

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 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

Investment Advisory Services's JEPQ Position: Q2 2026 in Review

Investment Advisory Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.1% in Q2 2026, selling an estimated $90.4K and leaving 47,238 shares worth $2.9M. The position accounts for 0.84% of the portfolio, ranked #34.

Investment Advisory Services first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. 364 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Investment Advisory Services held 47,238 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.9M as of Q2 2026.
Investment Advisory Services sold 1,524 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $90.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.84% of Investment Advisory Services's portfolio in Q2 2026, its #34 holding.
Investment Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
364 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.