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

OneDigital 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 		$1.08M Buy
17,645
+3,190
+22% +$189K 0.01% 706
2026
Q1 		$803K Sell
14,455
-1,378
-9% -$79.7K 0.01% 764
2025
Q4 		$920K Sell
15,833
-907
-5% -$52.7K 0.01% 705
2025
Q3 		$963K Buy
16,740
+443
+3% +$24.6K 0.01% 666
2025
Q2 		$887K Buy
16,297
+3,624
+29% +$187K 0.01% 676
2025
Q1 		$656K Sell
12,673
-49,813
-80% -$2.77M 0.01% 759
2024
Q4 		$3.52M Buy
62,486
+32,979
+112% +$1.85M 0.04% 302
2024
Q3 		$1.62M Sell
29,507
-2,257
-7% -$121K 0.02% 504
2024
Q2 		$1.76M Sell
31,764
-5,098
-14% -$274K 0.02% 454
2024
Q1 		$2M Sell
36,862
-340
-0.9% -$17.8K 0.03% 335
2023
Q4 		$1.86M Buy
37,202
+1,115
+3% +$53.8K 0.03% 329
2023
Q3 		$1.69M Sell
36,087
-2,554
-7% -$123K 0.04% 310
2023
Q2 		$1.87M Buy
38,641
+18,479
+92% +$854K 0.04% 289
2023
Q1 		$909K Buy
+20,162
New +$864K 0.02% 411

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OneDigital Investment Advisors's JEPQ Position: Q2 2026 in Review

OneDigital Investment Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 22% in Q2 2026, buying an estimated $189K and bringing the position to 17,645 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #706.

OneDigital Investment Advisors first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.52M in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • OneDigital Investment Advisors held 17,645 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.08M as of Q2 2026.
  • OneDigital Investment Advisors bought 3,190 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $189K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #706 holding.
  • OneDigital Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.52M in Q4 2024.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.