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 Q2	$819K	Buy	13,320 +418	+3%	+$24.8K	0.19%	51
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

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 Planning Advisors's JEPQ Position: Q2 2026 in Review

Investment Planning Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.2% in Q2 2026, buying an estimated $24.8K and bringing the position to 13,320 shares worth $819K. The position accounts for 0.19% of the portfolio, ranked #51.

Investment Planning Advisors first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.92M in Q4 2024. 295 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Investment Planning Advisors held 13,320 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $819K as of Q2 2026.
Investment Planning Advisors bought 418 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $24.8K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of Investment Planning Advisors's portfolio in Q2 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 9 quarters since.
Investment Planning Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.92M in Q4 2024.
295 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.