N.E.W. Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

N.E.W. Advisory Services’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	$364K	Buy	5,916 +76	+1%	+$4.51K	0.02%	173
2026 Q1	$324K	Buy	5,840 +2,334	+67%	+$135K	0.02%	166
2025 Q4	$204K	Buy	3,506 +2,311	+193%	+$134K	0.02%	207
2025 Q3	$68.8K	Buy	1,195 +4	+0.3%	+$222	0.01%	282
2025 Q2	$64.8K	Sell	1,191 -2,262	-66%	-$117K	0.01%	283
2025 Q1	$179K	Buy	+3,453	New	+$192K	0.01%	217

Other funds holding JEPQ

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

N.E.W. Advisory Services's JEPQ Position: Q2 2026 in Review

N.E.W. Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.3% in Q2 2026, buying an estimated $4.51K and bringing the position to 5,916 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #173.

N.E.W. Advisory Services first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 769 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

N.E.W. Advisory Services held 5,916 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $364K as of Q2 2026.
N.E.W. Advisory Services bought 76 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $4.51K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #173 holding.
N.E.W. Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
769 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.