PKS Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

PKS Advisory Services’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	$1.28M	Buy	23,033 +1,046	+5%	+$60.5K	0.3%	67
2025 Q4	$1.28M	Buy	21,987 +971	+5%	+$56.4K	0.29%	66
2025 Q3	$1.21M	Buy	21,016 +12,377	+143%	+$687K	0.25%	70
2025 Q2	$470K	Sell	8,639 -5,732	-40%	-$295K	0.12%	162
2025 Q1	$744K	Buy	14,371 +127	+0.9%	+$7.07K	0.2%	104
2024 Q4	$803K	Buy	+14,244	New	+$800K	0.2%	92

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

PKS Advisory Services's JEPQ Position: Q1 2026 in Review

PKS Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.8% in Q1 2026, buying an estimated $60.5K and bringing the position to 23,033 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #67.

PKS Advisory Services first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

PKS Advisory Services held 23,033 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.28M as of Q1 2026.
PKS Advisory Services bought 1,046 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $60.5K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.3% of PKS Advisory Services's portfolio in Q1 2026, its #67 holding.
PKS Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.