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

Prosperity Capital 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	$686K	Buy	11,163 +1,743	+19%	+$103K	0.03%	238
2026 Q1	$523K	Sell	9,420 -478	-5%	-$27.6K	0.03%	267
2025 Q4	$575K	Buy	9,898 +2,257	+30%	+$131K	0.03%	236
2025 Q3	$440K	Buy	7,641 +993	+15%	+$55.1K	0.03%	295
2025 Q2	$362K	Buy	6,648 +287	+5%	+$14.8K	0.02%	296
2025 Q1	$328K	Buy	6,361 +344	+6%	+$19.2K	0.03%	285
2024 Q4	$339K	Buy	6,017 +1,317	+28%	+$73.9K	0.03%	265
2024 Q3	$258K	Buy	4,700 +10	+0.2%	+$536	0.02%	299
2024 Q2	$260K	Buy	+4,690	New	+$252K	0.03%	261

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Prosperity Capital Advisors's JEPQ Position: Q2 2026 in Review

Prosperity Capital Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 19% in Q2 2026, buying an estimated $103K and bringing the position to 11,163 shares worth $686K. The position accounts for 0.03% of the portfolio, ranked #238.

Prosperity Capital Advisors first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 247 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Prosperity Capital Advisors held 11,163 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $686K as of Q2 2026.
Prosperity Capital Advisors bought 1,743 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $103K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #238 holding.
Prosperity Capital Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
247 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.