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

Mayflower Financial 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 		$1.05M Buy
17,032
+6,657
+64% +$395K 0.09% 194
2026
Q1 		$576K Buy
10,375
+74
+0.7% +$4.28K 0.07% 239
2025
Q4 		$599K Sell
10,301
-736
-7% -$42.8K 0.07% 222
2025
Q3 		$635K Buy
11,037
+14
+0.1% +$777 0.08% 214
2025
Q2 		$600K Buy
11,023
+2,101
+24% +$108K 0.08% 212
2025
Q1 		$462K Buy
8,922
+3,914
+78% +$218K 0.07% 242
2024
Q4 		$282K Buy
5,008
+200
+4% +$11.2K 0.04% 307
2024
Q3 		$264K Hold
4,808
– – 0.04% 311
2024
Q2 		$267K Hold
4,808
– – 0.04% 297
2024
Q1 		$261K Buy
+4,808
New +$251K 0.04% 297

Other funds holding JEPQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Mayflower Financial Advisors's JEPQ Position: Q2 2026 in Review

Mayflower Financial Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 64% in Q2 2026, buying an estimated $395K and bringing the position to 17,032 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #194.

Mayflower Financial Advisors first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 577 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Mayflower Financial Advisors held 17,032 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.05M as of Q2 2026.
  • Mayflower Financial Advisors bought 6,657 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $395K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of Mayflower Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • Mayflower Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 577 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.