IVC Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

IVC Wealth 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	$9.32M	Buy	151,657 +162	+0.1%	+$9.61K	3.64%	5
2026 Q1	$8.41M	Buy	151,495 +16,743	+12%	+$968K	3.65%	6
2025 Q4	$7.83M	Buy	134,752 +5,783	+4%	+$336K	3.41%	7
2025 Q3	$7.42M	Buy	128,969 +10,714	+9%	+$595K	3.32%	7
2025 Q2	$6.43M	Buy	118,255 +17,469	+17%	+$900K	3.14%	8
2025 Q1	$5.22M	Buy	100,786 +24,662	+32%	+$1.37M	2.81%	8
2024 Q4	$4.29M	Buy	76,124 +17,304	+29%	+$971K	2.4%	8
2024 Q3	$3.23M	Buy	58,820 +16,746	+40%	+$898K	1.77%	10
2024 Q2	$2.34M	Buy	42,074 +23,084	+122%	+$1.24M	1.31%	15
2024 Q1	$1.03M	Buy	+18,990	New	+$992K	0.59%	44

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

IVC Wealth Advisors's JEPQ Position: Q2 2026 in Review

IVC Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.11% in Q2 2026, buying an estimated $9.61K and bringing the position to 151,657 shares worth $9.32M. The position accounts for 3.64% of the portfolio, ranked #5.

IVC Wealth Advisors first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 183 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

IVC Wealth Advisors held 151,657 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.32M as of Q2 2026.
IVC Wealth Advisors bought 162 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $9.61K.
JPMorgan Nasdaq Equity Premium Income ETF made up 3.64% of IVC Wealth Advisors's portfolio in Q2 2026, its #5 holding.
IVC Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
183 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.