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

Prime Capital 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
Q2 		$16.8M Sell
273,129
-63,840
-19% -$3.79M 0.16% 111
2026
Q1 		$18.7M Buy
336,969
+24,602
+8% +$1.42M 0.22% 92
2025
Q4 		$18.2M Sell
312,367
-5,839
-2% -$339K 0.22% 78
2025
Q3 		$18.3M Sell
318,206
-5,012
-2% -$278K 0.23% 75
2025
Q2 		$17.6M Sell
323,218
-44,108
-12% -$2.27M 0.23% 79
2025
Q1 		$19M Buy
367,326
+12,625
+4% +$703K 0.22% 84
2024
Q4 		$20M Sell
354,701
-2,868
-0.8% -$161K 0.29% 66
2024
Q3 		$19.6M Buy
357,569
+3,273
+0.9% +$176K 0.28% 69
2024
Q2 		$19.7M Sell
354,296
-9,397
-3% -$505K 0.29% 67
2024
Q1 		$19.7M Buy
363,693
+23,770
+7% +$1.24M 0.28% 75
2023
Q4 		$17M Sell
339,923
-184,821
-35% -$8.92M 0.26% 84
2023
Q3 		$24.6M Sell
524,744
-398,575
-43% -$19.2M 0.5% 46
2023
Q2 		$44.7M Buy
923,319
+381,117
+70% +$17.6M 0.88% 23
2023
Q1 		$24.4M Sell
542,202
-238,369
-31% -$10.2M 1.01% 18
2022
Q4 		$31.8M Buy
+780,571
New +$33.2M 1.21% 17

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Prime Capital Investment Advisors's JEPQ Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 19% in Q2 2026, selling an estimated $3.79M and leaving 273,129 shares worth $16.8M. The position accounts for 0.16% of the portfolio, ranked #111.

Prime Capital Investment Advisors first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $44.7M in Q2 2023. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Prime Capital Investment Advisors held 273,129 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $16.8M as of Q2 2026.
  • Prime Capital Investment Advisors sold 63,840 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.79M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.16% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Prime Capital Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Prime Capital Investment Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $44.7M in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.