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Leavell Investment Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Leavell Investment Management’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 		$201K Buy
+3,278
New +$195K 0.01% 625

Other funds holding JEPQ

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
SS
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
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 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
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

Leavell Investment Management's JEPQ Position: Q2 2026 in Review

Leavell Investment Management opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 3,278 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #625 among its holdings.

363 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Leavell Investment Management held 3,278 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $201K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Leavell Investment Management position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #625 holding.
  • 363 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.