MRA Advisory Group
JEPQ icon

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

MRA 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
Q3 		$219K Buy
3,573
+100
+3% +$5.96K 0.08% 132
2026
Q2 		$213K Buy
+3,473
New +$206K 0.08% 135
2026
Q1 		– Sell
-3,528
Closed -$205K – 147
2025
Q4 		$205K Buy
+3,528
New +$205K 0.09% 120

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
James Reed Financial Services
James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MRA Advisory Group's JEPQ Position: Q3 2026 in Review

MRA Advisory Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.9% in Q3 2026, buying an estimated $5.96K and bringing the position to 3,573 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #132.

MRA Advisory Group first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • MRA Advisory Group held 3,573 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $219K as of Q3 2026.
  • MRA Advisory Group bought 100 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $5.96K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of MRA Advisory Group's portfolio in Q3 2026, its #132 holding.
  • MRA Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.