Investment Partners Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Investment Partners Asset Management’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	$3.68M	Sell	59,833 -176	-0.3%	-$10.4K	2.04%	9
2026 Q1	$3.33M	Buy	60,009 +5,685	+10%	+$329K	2.06%	9
2025 Q4	$3.16M	Buy	+54,324	New	+$3.16M	1.97%	9

Other funds holding JEPQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Investment Partners Asset Management's JEPQ Position: Q2 2026 in Review

Investment Partners Asset Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.29% in Q2 2026, selling an estimated $10.4K and leaving 59,833 shares worth $3.68M. The position accounts for 2.04% of the portfolio, ranked #9.

Investment Partners Asset Management first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Investment Partners Asset Management held 59,833 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.68M as of Q2 2026.
Investment Partners Asset Management sold 176 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $10.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.04% of Investment Partners Asset Management's portfolio in Q2 2026, its #9 holding.
Investment Partners Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.