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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
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 		$9.84K 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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $44.6B AUM 28.94% 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
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Paladin Advisory Group's JEPQ Position: Q2 2026 in Review

Paladin Advisory Group held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 60 shares worth $3.69K. 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 14 quarters since. The position peaked at $3.3M in Q3 2024. 507 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Paladin Advisory Group held 60 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.69K as of Q2 2026.
  • Paladin Advisory Group left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Paladin Advisory Group's portfolio in Q2 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 14 quarters since.
  • Paladin Advisory Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.3M in Q3 2024.
  • 507 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.