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

Perennial 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	$4.68M	Buy	84,250 +13,039	+18%	+$754K	0.37%	56
2025 Q4	$4.14M	Buy	71,211 +10,405	+17%	+$605K	0.33%	61
2025 Q3	$3.5M	Buy	60,806 +3,521	+6%	+$195K	0.29%	69
2025 Q2	$3.12M	Buy	57,285 +3,443	+6%	+$177K	0.3%	71
2025 Q1	$2.79M	Buy	53,842 +266	+0.5%	+$14.8K	0.31%	65
2024 Q4	$3.02M	Buy	53,576 +8,082	+18%	+$454K	0.36%	58
2024 Q3	$2.5M	Buy	45,494 +734	+2%	+$39.4K	0.32%	61
2024 Q2	$2.48M	Buy	44,760 +781	+2%	+$42K	0.35%	56
2024 Q1	$2.39M	Buy	43,979 +2,195	+5%	+$115K	0.36%	54
2023 Q4	$2.09M	Buy	41,784 +5,220	+14%	+$252K	0.35%	62
2023 Q3	$1.72M	Buy	36,564 +23,205	+174%	+$1.12M	0.31%	72
2023 Q2	$646K	Buy	13,359 +7,221	+118%	+$334K	0.11%	150
2023 Q1	$277K	Buy	+6,138	New	+$263K	0.05%	253

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 $424B AUM 22.94% 1-Year Est. Return

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

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

Perennial Investment Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 18% in Q1 2026, buying an estimated $754K and bringing the position to 84,250 shares worth $4.68M. The position accounts for 0.37% of the portfolio, ranked #56.

Perennial Investment Advisors first reported a position in JEPQ in Q1 2023 and has held it in 13 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Perennial Investment Advisors held 84,250 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.68M as of Q1 2026.
Perennial Investment Advisors bought 13,039 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $754K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.37% of Perennial Investment Advisors's portfolio in Q1 2026, its #56 holding.
Perennial Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.