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

Panoramic Investment 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	$1.09M	Buy	17,775 +3,700	+26%	+$220K	0.52%	48
2026 Q1	$781K	Buy	14,075 +270	+2%	+$15.6K	0.42%	59
2025 Q4	$802K	Buy	13,805 +225	+2%	+$13.1K	0.44%	52
2025 Q3	$781K	Hold	13,580	–	–	0.44%	50
2025 Q2	$739K	Buy	13,580 +900	+7%	+$46.4K	0.45%	49
2025 Q1	$657K	Hold	12,680	–	–	0.44%	53
2024 Q4	$715K	Buy	12,680 +130	+1%	+$7.3K	0.47%	51
2024 Q3	$689K	Buy	+12,550	New	+$673K	0.48%	50
2024 Q1	$694K	Buy	12,800 +250	+2%	+$13.1K	0.51%	49
2023 Q4	$627K	Buy	12,550 +250	+2%	+$12.1K	0.54%	49
2023 Q3	$577K	Buy	+12,300	New	+$592K	0.53%	48

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

Panoramic Investment Advisors's JEPQ Position: Q2 2026 in Review

Panoramic Investment Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 26% in Q2 2026, buying an estimated $220K and bringing the position to 17,775 shares worth $1.09M. The position accounts for 0.52% of the portfolio, ranked #48.

Panoramic Investment Advisors first reported a position in JEPQ in Q3 2023 and has held it in 11 quarters since. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Panoramic Investment Advisors held 17,775 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.09M as of Q2 2026.
Panoramic Investment Advisors bought 3,700 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $220K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.52% of Panoramic Investment Advisors's portfolio in Q2 2026, its #48 holding.
Panoramic Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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