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Mount Yale Investment Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Mount Yale Investment 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 		$1.11M Sell
18,040
-600
-3% -$35.6K 0.02% 557
2026
Q1 		$1.03M Buy
+18,640
New +$1.08M 0.02% 506

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 22.9% 1-Year Est. Return

Mount Yale Investment Advisors's JEPQ Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.2% in Q2 2026, selling an estimated $35.6K and leaving 18,040 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #557.

Mount Yale Investment Advisors first reported a position in JEPQ in Q1 2026 and has held it in 2 quarters since. 1,028 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Mount Yale Investment Advisors held 18,040 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.11M as of Q2 2026.
  • Mount Yale Investment Advisors sold 600 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $35.6K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #557 holding.
  • Mount Yale Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,028 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.