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

Pinion 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	$259K	Buy	+4,656	New	+$269K	0.06%	155

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

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

Pinion Investment Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026: 4,656 shares worth $259K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings.

963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Pinion Investment Advisors held 4,656 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $259K as of Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Pinion Investment Advisors position in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Pinion Investment Advisors's portfolio in Q1 2026, its #155 holding.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.