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

Latitude 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	$1.07M	Buy	17,381 +640	+4%	+$38K	0.43%	56
2026 Q1	$929K	Buy	16,741 +1,670	+11%	+$96.6K	0.43%	64
2025 Q4	$876K	Buy	15,071 +228	+2%	+$13.2K	0.39%	66
2025 Q3	$854K	Buy	14,843 +32	+0.2%	+$1.78K	0.39%	65
2025 Q2	$806K	Buy	14,811 +5,413	+58%	+$279K	0.41%	58
2025 Q1	$487K	Buy	9,398 +3,488	+59%	+$194K	0.28%	91
2024 Q4	$333K	Buy	+5,910	New	+$332K	0.19%	122

Other funds holding JEPQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Latitude Advisors's JEPQ Position: Q2 2026 in Review

Latitude Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.8% in Q2 2026, buying an estimated $38K and bringing the position to 17,381 shares worth $1.07M. The position accounts for 0.43% of the portfolio, ranked #56.

Latitude Advisors first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 508 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Latitude Advisors held 17,381 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.07M as of Q2 2026.
Latitude Advisors bought 640 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $38K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.43% of Latitude Advisors's portfolio in Q2 2026, its #56 holding.
Latitude Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.