Investment Planning Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Investment Planning Advisors’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	$716K	Buy	12,902 +992	+8%	+$57.4K	0.2%	51
2025 Q4	$692K	Sell	11,910 -9,668	-45%	-$562K	0.2%	47
2025 Q3	$1.24M	Sell	21,578 -3,831	-15%	-$213K	0.39%	29
2025 Q2	$1.38M	Sell	25,409 -8,873	-26%	-$457K	0.49%	23
2025 Q1	$1.78M	Buy	34,282 +239	+0.7%	+$13.3K	0.72%	20
2024 Q4	$1.92M	Buy	34,043 +625	+2%	+$35.1K	0.84%	24
2024 Q3	$1.85M	Hold	33,418	–	–	0.95%	24
2024 Q2	$1.85M	Buy	+33,418	New	+$1.8M	0.95%	24

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Investment Planning Advisors's JEPQ Position: Q1 2026 in Review

Investment Planning Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.3% in Q1 2026, buying an estimated $57.4K and bringing the position to 12,902 shares worth $716K. The position accounts for 0.2% of the portfolio, ranked #51.

Investment Planning Advisors first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q4 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Investment Planning Advisors held 12,902 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $716K as of Q1 2026.
Investment Planning Advisors bought 992 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $57.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.2% of Investment Planning Advisors's portfolio in Q1 2026, its #51 holding.
Investment Planning Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
Investment Planning Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.92M in Q4 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.