Optivise Advisory Services
JEPQ icon

Optivise Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Optivise 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
Q3 		$385K Buy
6,288
+239
+4% +$14.3K 0.19% 129
2026
Q2 		$372K Buy
+6,049
New +$359K 0.19% 137

Other funds holding JEPQ

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Apollon Wealth Management
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SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
James Reed Financial Services
James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Optivise Advisory Services's JEPQ Position: Q3 2026 in Review

Optivise Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4% in Q3 2026, buying an estimated $14.3K and bringing the position to 6,288 shares worth $385K. The position accounts for 0.19% of the portfolio, ranked #129.

Optivise Advisory Services first reported a position in JEPQ in Q2 2026 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Optivise Advisory Services held 6,288 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $385K as of Q3 2026.
  • Optivise Advisory Services bought 239 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $14.3K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of Optivise Advisory Services's portfolio in Q3 2026, its #129 holding.
  • Optivise Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.