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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
Q3 		$3.7M Buy
60,442
+609
+1% +$36.3K 2% 9
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

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
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 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
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

Investment Partners Asset Management's JEPQ Position: Q3 2026 in Review

Investment Partners Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1% in Q3 2026, buying an estimated $36.3K and bringing the position to 60,442 shares worth $3.7M. The position accounts for 2% of the portfolio, ranked #9.

Investment Partners Asset Management first reported a position in JEPQ in Q4 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Investment Partners Asset Management held 60,442 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.7M as of Q3 2026.
  • Investment Partners Asset Management bought 609 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $36.3K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 2% of Investment Partners Asset Management's portfolio in Q3 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 4 quarters since.
  • 44 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.