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

IPG Investment 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 		$226K Buy
+3,675
New +$218K 0.03% 228
2025
Q2 		– Sell
-7,894
Closed -$409K – 192
2025
Q1 		$409K Buy
7,894
+1,435
+22% +$79.9K 0.09% 111
2024
Q4 		$367K Buy
+6,459
New +$363K 0.08% 116

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IPG Investment Advisors's JEPQ Position: Q2 2026 in Review

IPG Investment Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 3,675 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #228 among its holdings. This is a return to the name: IPG Investment Advisors previously reported a position in JEPQ as recently as Q1 2025.

IPG Investment Advisors first reported a position in JEPQ in Q4 2024 and has held it in 3 quarters since. The position peaked at $409K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • IPG Investment Advisors held 3,675 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $226K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new IPG Investment Advisors position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of IPG Investment Advisors's portfolio in Q2 2026, its #228 holding.
  • IPG Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 3 quarters since.
  • IPG Investment Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $409K in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.