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

Parallel 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	$806K	Sell	14,519 -6,052	-29%	-$350K	0.01%	552
2025 Q4	$1.2M	Buy	20,571 +1,788	+10%	+$104K	0.02%	399
2025 Q3	$1.08M	Buy	18,783 +193	+1%	+$10.7K	0.02%	409
2025 Q2	$1.01M	Buy	18,590 +2,040	+12%	+$105K	0.02%	417
2025 Q1	$857K	Sell	16,550 -2,877	-15%	-$160K	0.02%	428
2024 Q4	$1.1M	Buy	19,427 +911	+5%	+$51.1K	0.02%	372
2024 Q3	$1.02M	Sell	18,516 -2,520	-12%	-$135K	0.02%	380
2024 Q2	$1.17M	Sell	21,036 -122	-0.6%	-$6.56K	0.03%	332
2024 Q1	$1.15M	Buy	21,158 +1,472	+7%	+$76.9K	0.03%	333
2023 Q4	$983K	Buy	19,686 +943	+5%	+$45.5K	0.03%	335
2023 Q3	$880K	Buy	18,743 +7,726	+70%	+$372K	0.03%	337
2023 Q2	$533K	Buy	+11,017	New	+$509K	0.02%	447
2023 Q1	–	Sell	-330	Closed	-$13.5K	–	3462
2022 Q4	$13.5K	Buy	+330	New	+$14K	﹤0.01%	1917

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

Parallel Advisors's JEPQ Position: Q1 2026 in Review

Parallel Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 29% in Q1 2026, selling an estimated $350K and leaving 14,519 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #552.

Parallel Advisors first reported a position in JEPQ in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.2M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Parallel Advisors held 14,519 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $806K as of Q1 2026.
Parallel Advisors sold 6,052 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $350K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #552 holding.
Parallel Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 13 quarters since.
Parallel Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.2M in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

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