Mountain Capital Investment Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Mountain Capital 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	$11.5M	Sell	187,021 -11,642	-6%	-$691K	1.64%	9
2026 Q1	$11.7M	Sell	198,663 -13,159	-6%	-$761K	1.74%	9
2025 Q4	$12.6M	Buy	211,822 +8,184	+4%	+$476K	2.03%	9
2025 Q3	$11.6M	Buy	203,638 +26,241	+15%	+$1.46M	2.05%	9
2025 Q2	$9.55M	Sell	177,397 -3,994	-2%	-$206K	1.83%	8
2025 Q1	$9.18M	Buy	181,391 +34,864	+24%	+$1.94M	1.97%	9
2024 Q4	$8.39M	Buy	146,527 +19,598	+15%	+$1.1M	1.74%	11
2024 Q3	$7.19M	Buy	126,929 +39,117	+45%	+$2.1M	1.58%	10
2024 Q2	$4.91M	Buy	87,812 +25,747	+41%	+$1.38M	1.22%	10
2024 Q1	$3.34M	Buy	62,065 +47,020	+313%	+$2.46M	0.94%	10
2023 Q4	$751K	Sell	15,045 -134	-0.9%	-$6.47K	0.25%	37
2023 Q3	$736K	Buy	15,179 +3,203	+27%	+$154K	0.28%	33
2023 Q2	$583K	Buy	+11,976	New	+$554K	0.22%	51

Other funds holding JEPQ

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Mountain Capital Investment Advisors's JEPQ Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.9% in Q2 2026, selling an estimated $691K and leaving 187,021 shares worth $11.5M. The position accounts for 1.64% of the portfolio, ranked #9.

Mountain Capital Investment Advisors first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.6M in Q4 2025. 504 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Mountain Capital Investment Advisors held 187,021 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $11.5M as of Q2 2026.
Mountain Capital Investment Advisors sold 11,642 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $691K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.64% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #9 holding.
Mountain Capital Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Mountain Capital Investment Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $12.6M in Q4 2025.
504 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.