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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors's JEPQ Position: Q1 2026 in Review

Lido Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.7% in Q1 2026, selling an estimated $74K and leaving 33,434 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #733.

Lido Advisors first reported a position in JEPQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $2M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Lido Advisors held 33,434 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.86M as of Q1 2026.
Lido Advisors sold 1,280 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $74K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #733 holding.
Lido Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
Lido Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2M in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.