Paladin Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Paladin Advisory Group’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	$3.68K	Hold	60	–	–	﹤0.01%	231
2026 Q2	$3.69K	Hold	60	–	–	﹤0.01%	231
2026 Q1	$3.33K	Hold	60	–	–	﹤0.01%	228
2025 Q4	$3.49K	Hold	60	–	–	﹤0.01%	232
2025 Q3	$3.45K	Sell	60 -38,792	-100%	-$2.15M	﹤0.01%	223
2025 Q2	$2.11M	Sell	38,852 -5,746	-13%	-$296K	1.61%	21
2025 Q1	$2.31M	Sell	44,598 -3,802	-8%	-$212K	1.85%	19
2024 Q4	$2.73M	Sell	48,400 -11,710	-19%	-$657K	2.09%	17
2024 Q3	$3.3M	Buy	60,110 +10,033	+20%	+$538K	2.44%	13
2024 Q2	$2.76M	Buy	50,077 +49,880	+25,320%	+$2.68M	2.16%	15
2024 Q1	$10.6K	Hold	197	–	–	0.01%	192
2023 Q4	$9.8K	Hold	197	–	–	0.01%	194
2023 Q3	$9.24K	Buy	197 +60	+44%	+$2.89K	0.01%	216
2023 Q2	$6.63K	Hold	137	–	–	0.01%	231
2023 Q1	$6.18K	Buy	+137	New	+$5.87K	0.01%	233

Other funds holding JEPQ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Paladin Advisory Group's JEPQ Position: Q3 2026 in Review

Paladin Advisory Group held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q3 2026 at 60 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Paladin Advisory Group first reported a position in JEPQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.3M in Q3 2024. 954 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Paladin Advisory Group held 60 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.68K as of Q3 2026.
Paladin Advisory Group left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Paladin Advisory Group's portfolio in Q3 2026, its #231 holding.
Paladin Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 15 quarters since.
Paladin Advisory Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.3M in Q3 2024.
954 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.