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 Q1	$1.03M	Buy	+18,640	New	+$1.08M	0.02%	506

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

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

Mount Yale Investment Advisors's JEPQ Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026: 18,640 shares worth $1.03M. The stake represents 0.02% of the portfolio and ranks #506 among its holdings.

964 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Mount Yale Investment Advisors held 18,640 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.03M as of Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Mount Yale Investment Advisors position in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #506 holding.
964 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.