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 Q2	$5.97M	Buy	97,123 +1,854	+2%	+$110K	0.11%	179
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 $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mutual Advisors's JEPQ Position: Q2 2026 in Review

Mutual Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.9% in Q2 2026, buying an estimated $110K and bringing the position to 97,123 shares worth $5.97M. The position accounts for 0.11% of the portfolio, ranked #179.

Mutual Advisors first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Mutual Advisors held 97,123 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.97M as of Q2 2026.
Mutual Advisors bought 1,854 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $110K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Mutual Advisors's portfolio in Q2 2026, its #179 holding.
Mutual Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.