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

Kraematon 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 		$1.54M Buy
25,119
+269
+1% +$16K 1.15% 30
2026
Q1 		$1.38M Sell
24,850
-35
-0.1% -$2.02K 1.12% 29
2025
Q4 		$1.45M Buy
24,885
+120
+0.5% +$6.97K 1.15% 30
2025
Q3 		$1.42M Buy
24,765
+501
+2% +$27.8K 1.22% 30
2025
Q2 		$1.32M Buy
24,264
+122
+0.5% +$6.29K 1.25% 28
2025
Q1 		$1.25M Buy
24,142
+276
+1% +$15.4K 1.27% 24
2024
Q4 		$1.35M Buy
23,866
+2,609
+12% +$146K 1.33% 24
2024
Q3 		$1.17M Buy
21,257
+2,050
+11% +$110K 1.15% 32
2024
Q2 		$1.07M Buy
19,207
+1,037
+6% +$55.7K 1.08% 31
2024
Q1 		$986K Buy
18,170
+2,534
+16% +$132K 0.99% 33
2023
Q4 		$781K Buy
15,636
+5,727
+58% +$276K 0.86% 39
2023
Q3 		$465K Sell
9,909
-44
-0.4% -$2.12K 0.57% 48
2023
Q2 		$481K Buy
+9,953
New +$460K 0.53% 53
2023
Q1 		– Sell
-3,651
Closed -$149K – 166
2022
Q4 		$149K Buy
+3,651
New +$155K 0.16% 94

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 22.96% 1-Year Est. Return

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

Kraematon Investment Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.1% in Q2 2026, buying an estimated $16K and bringing the position to 25,119 shares worth $1.54M. The position accounts for 1.15% of the portfolio, ranked #30.

Kraematon Investment Advisors first reported a position in JEPQ in Q4 2022 and has held it in 14 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Kraematon Investment Advisors held 25,119 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.54M as of Q2 2026.
  • Kraematon Investment Advisors bought 269 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $16K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.15% of Kraematon Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Kraematon Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.