Level Four Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.45M Buy
62,111
+5,233
+9% +$303K 0.11% 213
2025
Q4
$3.31M Buy
56,878
+3,444
+6% +$200K 0.11% 219
2025
Q3
$3.07M Buy
53,434
+15,785
+42% +$876K 0.11% 220
2025
Q2
$2.05M Buy
37,649
+23,255
+162% +$1.2M 0.08% 256
2025
Q1
$745K Sell
14,394
-418
-3% -$23.3K 0.03% 416
2024
Q4
$835K Buy
14,812
+7,573
+105% +$425K 0.03% 386
2024
Q3
$395K Buy
7,239
+1,741
+32% +$93.4K 0.02% 565
2024
Q2
$305K Buy
5,498
+295
+6% +$15.9K 0.01% 605
2024
Q1
$260K Buy
5,203
+559
+12% +$29.2K 0.01% 652
2023
Q4
$232K Buy
+4,644
New +$224K 0.01% 681

Other funds holding JEPQ

Level Four Advisory Services's JEPQ Position: Q1 2026 in Review

Level Four Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.2% in Q1 2026, buying an estimated $303K and bringing the position to 62,111 shares worth $3.45M. The position accounts for 0.11% of the portfolio, ranked #213.

Level Four Advisory Services first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Level Four Advisory Services held 62,111 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.45M as of Q1 2026.
  • Level Four Advisory Services bought 5,233 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $303K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Level Four Advisory Services's portfolio in Q1 2026, its #213 holding.
  • Level Four Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.