Mayfair Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Mayfair Advisory Group’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	$3.88M	Buy	67,011 +7,392	+12%	+$439K	1.17%	21
2026 Q1	$3.31M	Sell	59,619 -3,240	-5%	-$187K	1.16%	22
2025 Q4	$3.65M	Sell	62,859 -545	-0.9%	-$31.7K	1.42%	18
2025 Q3	$3.65M	Sell	63,404 -11,544	-15%	-$641K	1.56%	14
2025 Q2	$4.15M	Sell	74,948 -3,302	-4%	-$170K	1.95%	9
2025 Q1	$4.05M	Buy	78,250 +22,941	+41%	+$1.28M	2.34%	8
2024 Q4	$3.12M	Buy	55,309 +28,485	+106%	+$1.6M	1.84%	12
2024 Q3	$1.46M	Sell	26,824 -2,643	-9%	-$142K	0.92%	23
2024 Q2	$1.65M	Buy	29,467 +9,978	+51%	+$536K	1.11%	19
2024 Q1	$1.06M	Buy	19,489 +4,847	+33%	+$253K	0.77%	32
2023 Q4	$726K	Buy	14,642 +4,122	+39%	+$199K	0.62%	35
2023 Q3	$500K	Buy	+10,520	New	+$507K	0.48%	45

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mayfair Advisory Group's JEPQ Position: Q2 2026 in Review

Mayfair Advisory Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 12% in Q2 2026, buying an estimated $439K and bringing the position to 67,011 shares worth $3.88M. The position accounts for 1.17% of the portfolio, ranked #21.

Mayfair Advisory Group first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.15M in Q2 2025. 1,025 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Mayfair Advisory Group held 67,011 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.88M as of Q2 2026.
Mayfair Advisory Group bought 7,392 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $439K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.17% of Mayfair Advisory Group's portfolio in Q2 2026, its #21 holding.
Mayfair Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
Mayfair Advisory Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.15M in Q2 2025.
1,025 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.