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Plante Moran Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-1,667
Closed -$92.6K – 1617
2026
Q1 		$92.6K Buy
+1,667
New +$96.4K 0.01% 235

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's JEPQ Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 1,667 shares — an estimated $92.6K sold.

Plante Moran Financial Advisors first reported a position in JEPQ in Q1 2026 and held it in 1 quarter. The position peaked at $92.6K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Plante Moran Financial Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,667 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $92.6K.
  • Plante Moran Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • Plante Moran Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $92.6K in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.