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

Mutual 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	$5.29M	Buy	95,269 +975	+1%	+$56.4K	0.11%	178
2025 Q4	$5.48M	Buy	94,294 +1,933	+2%	+$112K	0.12%	179
2025 Q3	$5.37M	Buy	92,361 +19,625	+27%	+$1.09M	0.12%	173
2025 Q2	$4.01M	Buy	72,736 +17,075	+31%	+$880K	0.1%	202
2025 Q1	$2.84M	Buy	55,661 +16,705	+43%	+$930K	0.08%	227
2024 Q4	$2.2M	Buy	38,956 +9,667	+33%	+$543K	0.06%	263
2024 Q3	$1.62M	Buy	29,289 +9,596	+49%	+$515K	0.05%	326
2024 Q2	$1.04M	Buy	19,693 +2,963	+18%	+$159K	0.03%	473
2024 Q1	$907K	Buy	16,730 +5,058	+43%	+$264K	0.03%	501
2023 Q4	$583K	Buy	11,672 +6,901	+145%	+$333K	0.02%	615
2023 Q3	$224K	Buy	4,771 +605	+15%	+$29.1K	0.01%	879
2023 Q2	$202K	Buy	+4,166	New	+$193K	0.01%	946

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

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

Mutual Advisors's JEPQ Position: Q1 2026 in Review

Mutual Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1% in Q1 2026, buying an estimated $56.4K and bringing the position to 95,269 shares worth $5.29M. The position accounts for 0.11% of the portfolio, ranked #178.

Mutual Advisors first reported a position in JEPQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.48M in Q4 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Mutual Advisors held 95,269 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.29M as of Q1 2026.
Mutual Advisors bought 975 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $56.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Mutual Advisors's portfolio in Q1 2026, its #178 holding.
Mutual Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
Mutual Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.48M in Q4 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.