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

Operose 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	$615	Sell	10 -126	-93%	-$7.48K	﹤0.01%	499
2026 Q1	$7.55K	Buy	136 +126	+1,260%	+$7.29K	﹤0.01%	429
2025 Q4	$581	Buy	+10	New	+$581	﹤0.01%	460
2025 Q3	–	Sell	-11	Closed	-$603	–	462
2025 Q2	$603	Hold	11	–	–	﹤0.01%	398
2025 Q1	$555	Buy	+11	New	+$613	﹤0.01%	374
2024 Q4	–	Sell	-1,944	Closed	-$107K	–	539
2024 Q3	$107K	Buy	1,944 +31	+2%	+$1.66K	0.03%	191
2024 Q2	$106K	Buy	1,913 +1,453	+316%	+$78.1K	0.04%	180
2024 Q1	$24.9K	Buy	+460	New	+$24K	0.01%	352

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

Operose Advisors's JEPQ Position: Q2 2026 in Review

Operose Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 93% in Q2 2026, selling an estimated $7.48K and leaving 10 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Operose Advisors first reported a position in JEPQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $107K in Q3 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Operose Advisors held 10 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $615 as of Q2 2026.
Operose Advisors sold 126 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $7.48K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #499 holding.
Operose Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 8 quarters since.
Operose Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $107K in Q3 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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