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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
Q2 		$372K Buy
+6,049
New +$359K 0.19% 137

Other funds holding JEPQ

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Optivise Advisory Services's JEPQ Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 6,049 shares worth $372K. The stake represents 0.19% of the portfolio and ranks #137 among its holdings.

390 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Optivise Advisory Services held 6,049 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $372K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Optivise Advisory Services position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of Optivise Advisory Services's portfolio in Q2 2026, its #137 holding.
  • 390 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.