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

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

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.