Lido Advisors
JEPQ icon

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

Lido 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 		$2.53M Buy
41,155
+7,721
+23% +$458K 0.01% 719
2026
Q1 		$1.86M Sell
33,434
-1,280
-4% -$74K 0.01% 733
2025
Q4 		$2M Buy
34,714
+129
+0.4% +$7.5K 0.01% 722
2025
Q3 		$1.99M Sell
34,585
-3
-0% -$167 0.01% 689
2025
Q2 		$1.88M Buy
34,588
+6,669
+24% +$344K 0.01% 607
2025
Q1 		$1.45M Buy
27,919
+4,462
+19% +$249K 0.01% 634
2024
Q4 		$1.33M Buy
23,457
+14,898
+174% +$836K 0.01% 650
2024
Q3 		$470K Buy
8,559
+636
+8% +$34.1K ﹤0.01% 977
2024
Q2 		$440K Sell
7,923
-240
-3% -$12.9K ﹤0.01% 968
2024
Q1 		$443K Sell
8,163
-10,489
-56% -$548K ﹤0.01% 941
2023
Q4 		$939K Buy
18,652
+293
+2% +$14.1K 0.01% 637
2023
Q3 		$862K Buy
18,359
+2,165
+13% +$104K 0.01% 584
2023
Q2 		$783K Buy
16,194
+959
+6% +$44.3K 0.01% 600
2023
Q1 		$687K Buy
+15,235
New +$653K 0.01% 575

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

Lido Advisors's JEPQ Position: Q2 2026 in Review

Lido Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 23% in Q2 2026, buying an estimated $458K and bringing the position to 41,155 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #719.

Lido Advisors first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Lido Advisors held 41,155 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.53M as of Q2 2026.
  • Lido Advisors bought 7,721 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $458K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #719 holding.
  • Lido Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 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 Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.