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 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 $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Panoramic Investment Advisors's JEPQ Position: Q1 2026 in Review

Panoramic Investment Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2% in Q1 2026, buying an estimated $15.6K and bringing the position to 14,075 shares worth $781K. The position accounts for 0.42% of the portfolio, ranked #59.

Panoramic Investment Advisors first reported a position in JEPQ in Q3 2023 and has held it in 10 quarters since. The position peaked at $802K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Panoramic Investment Advisors held 14,075 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $781K as of Q1 2026.
Panoramic Investment Advisors bought 270 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $15.6K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.42% of Panoramic Investment Advisors's portfolio in Q1 2026, its #59 holding.
Panoramic Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 10 quarters since.
Panoramic Investment Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $802K in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.